Awad Wealth Management Group - UBS Financial Services Inc., 816 A1A N, Ponte Vedra Beach, FL 32082, US

Raymond Chase, CFP, CRPC, CEPA is a Managing Director of Wealth Management at UBS Financial Services Inc. in Ponte Vedra, FL. He is part of the Certus Financial Group, a team of 9 professionals within the exclusive Private Wealth Division of UBS. With over 30 years of diverse financial services industry experience, Ray focuses on providing business sale transition and liquidity strategies, multigenerational wealth management, and executive wealth solutions to high net worth families. He is a Certified Exit Planning Advisor and an active member of the Association for Corporate Growth, where he is the co-chair of the Succession Transition Advisory Committee. Raymond Chase is a highly experienced financial advisor who specializes in helping middle-market business owners and their families navigate the complex process of business succession and transition. He works closely with his clients to align their personal, business, and family goals, providing strategic solutions tailored to their unique needs. Ray is known for his expertise in business transition and is an active writer and speaker on the subject. He holds a B.A. in finance from The University of Delaware and has earned certifications as a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Planning Counselor.Generated from the website

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