Brandon Chase, CFP, CDFA, CEPA
Professional ExitMap Planner / Featured
Senior Vice President, HUB International ➤
As senior vice president at HUB International, Brandon Chase is dedicated to helping clients see, and remain emotionally focused on, the “whys” of what they plan to do. This emphasis allows Brandon’s stewardship to encompass people, relationships, emotions, dreams and values – as well as financial resources. Before partnering with HUB, Brandon launched Beacon Hill Wealth Services of Raymond James in 2015. Prior to that, he was employed as a financial advisor at Edward Jones. Brandon graduated summa cum laude from Texas Christian University with a bachelor’s degree in finance.
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- Listing ID: 7687
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor