Chase Ely

Chase grew up in Chesapeake, VA and attended Radford University where he graduated with a B.B.A degree in Marketing and a Minor in Management. His previous role as an Investment Operations Associate helped ensure effective management of client transactions and portfolio development while collaborating with the full team to resolve any issues and maintain operational efficiency. As a financial advisor, he is committed to taking a client-first approach, focusing on understanding each individual’s goals, values, and priorities. He works closely with clients to develop tailored strategies designed to support long-term success, while providing clear communication and ongoing support every step of the way.

Chase holds his Series 7 and Series 66 licenses and is a licensed Life and Health insurance agent and holds the Securities Industry Essentials (SIE) registration.

Chase enjoys watching sports, traveling, and trying new restaurants during his free time.