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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Raymond Chase, CFP, CRPC, CEPA

Managing Director–Wealth Management

As a Senior Vice President-Wealth Management Advisor and Senior Portfolio Manager, Ray is part of a team of 9 professionals within the exclusive Private Wealth Division of UBS Financial Services. The team, Certus Financial Group has a long legacy of providing business sale/transition/and liquidity strategies, multigenerational wealth management, and executive wealth solutions within a family-office inspired service environment to high net worth families.

Drawing on over 30 years of diverse financial services industry experience, Ray's focus is  working closely with the team's middle-market business owner clients and their families, helping them navigate the sometimes complex business succession and transition process – aligned with their personal, business, and family goals.

Ray is a Certified Exit Planning Advisor (CEPA) and is an active member of the Association for Corporate Growth where he is the co-chair of the Succession & Transition Advisory Committee. He is an active writer and speaker on business transition.

He is a graduate of The University of Delaware with a B.A. in finance. Additionally, he has earned certifications as a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®)

Outside interests include being active with American Corporate Partners where he mentors military veterans interested in becoming entrepreneurs, spending time with his family at Lake George NY, motorcycle touring, and climbing the high peaks in the Adirondacks. Ray resides in Chester, NJ with his wife Sue and has four adult children.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

  • Barron's Top 1,200 Financial Advisors, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. Finance, The University of Delaware

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Chartered Retirement Planning Counselor
816 Highway A1A North
Ponte Vedra, FL 32082
  • (973) 360-4262

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Change your community. Change the world.

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