Chase Kerby, Cfp®

Chase Kerby, Cfp® Email and Phone Number

Financial Advisor @ Rather & Kittrell
knoxville, tennessee, united states
Chase Kerby, Cfp®'s Location
Knoxville, Tennessee, United States, United States
Chase Kerby, Cfp®'s Contact Details

Chase Kerby, Cfp® work email

Chase Kerby, Cfp® personal email

n/a
About Chase Kerby, Cfp®

Chase Kerby is a financial advisor who works with families to help them make smart decisions with their money. Chase works with his team and professional network to help clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting assets, and maximizing the impact of charitable gifts.Chase joined Rather & Kittrell Capital Management in 2018 and serves a variety of successful families. They work with Chase to:-Develop and implement a comprehensive wealth management plan to help them achieve their goals.-Have an objective voice helping them make good decisions during uncertain times.-Obtain an independent second opinion from a top advisor in their community.Chase holds a bachelor’s degree in finance from the University of Tennessee, Knoxville and is a CERTIFIED FINANCIAL PLANNER™ professional.He can be reached at 865-218-8407 or ckerby@rkcapital.com to set up an introductory call or meeting.

Chase Kerby, Cfp®'s Current Company Details
Rather & Kittrell

Rather & Kittrell

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Financial Advisor
knoxville, tennessee, united states
Website:
rkcapital.com
Employees:
34
Chase Kerby, Cfp® Work Experience Details
  • Rather & Kittrell
    Senior Advisor
    Rather & Kittrell Jan 2024 - Present
    Knoxville, Tennessee, United States
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  • Rather & Kittrell
    Advisor
    Rather & Kittrell Jan 2021 - Jan 2024
    Knoxville, Tennessee, United States
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  • Rather & Kittrell
    Associate Advisor
    Rather & Kittrell Mar 2018 - Jan 2021
    Knoxville, Tennessee, United States
    View
  • Travelers
    Licensed Sales Agent
    Travelers Sep 2013 - Mar 2018
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  • University Of Tennessee
    Football - Recruiting Department
    University Of Tennessee Apr 2012 - Aug 2013
    View

Chase Kerby, Cfp® Skills

Finance Investments Microsoft Excel Powerpoint Financial Modeling Sales Financial Analysis Bloomberg Portfolio Management Risk Management Strategic Financial Planning International Business Marketing

Chase Kerby, Cfp® Education Details

Frequently Asked Questions about Chase Kerby, Cfp®

What company does Chase Kerby, Cfp® work for?

Chase Kerby, Cfp® works for Rather & Kittrell

What is Chase Kerby, Cfp®'s role at the current company?

Chase Kerby, Cfp®'s current role is Financial Advisor.

What is Chase Kerby, Cfp®'s email address?

Chase Kerby, Cfp®'s email address is ck****@****ers.com

What schools did Chase Kerby, Cfp® attend?

Chase Kerby, Cfp® attended University Of Tennessee, Knoxville, University Of The Sunshine Coast.

What skills is Chase Kerby, Cfp® known for?

Chase Kerby, Cfp® has skills like Finance, Investments, Microsoft Excel, Powerpoint, Financial Modeling, Sales, Financial Analysis, Bloomberg, Portfolio Management, Risk Management, Strategic Financial Planning, International Business.

Who are Chase Kerby, Cfp®'s colleagues?

Chase Kerby, Cfp®'s colleagues are Jared Pressley, Crystal Meldrum, Ppc®, Lissie Miller, Ppc®, Wm. Timothy Eichhorn, Elizabeth Haynes, Nathan Woods, Cfp®, Aif®, Chris Kittrell.

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