Chase Gore is a financial advisor with Raymond James in the firm's Birmingham branch office offering money management and financial planning services for individuals and businesses. He provides his clients with quality level of service and builds comprehensive investment portfolios tailored to fit the specific financial objectives distinct to each client. Chase believes that the key to investment success lies in a solid advisor-client relationship and always places his clients' needs first. Through solid advice and unbiased recommendations, Chase helps his clients feel confident in planning for and achieving their financial goals. His process begins with a discussion of your investing experience, your expectations for returns, your tolerance for risk and your current portfolio. Based on what he learns about you and your goals and an analysis of the current financial markets, Chase designs a customized investment portfolio and explains his recommendations. Once you are comfortable with your new plan, Chase will put it into action and continuously monitor its performance and look for opportunities to adapt it to new life changes and goals.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.