David Chase Email & Phone Number

• Business executive with 25+ years experience in investments, sales and management.• In 2022-2024 was recognized by Forbes magazine as one of their Best-In-State Wealth Advisors in Illinois.**• Focus on client development and account management skills.• Strategic thinker. • Understanding of the global capital markets and investment planning.• Series 7, 66 and 31 registered. • Account management, business development, building relationships.• Managing people and assets; experienced manager, University of Chicago MBA. • Deep knowledge of the sales process.• Organized and disciplined.** 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, TX, VA, WA, and WI only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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  Managing Director

  Newedge Wealth

  Chicago, Il, Us