Chase Smith: PNC investments Financial Advisor

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. I am an active member of the community, volunteering at the Bounds YMCA, Rotary and the Kiwanis Clubs of Daphne/Spanish Fort. I've been serving my clients' needs as a financial advisor at

Edward Jones since 2014. Prior to this, I was a licensed mortgage broker for 11 years. I am a 2003 graduate of the University of South Alabama and grew up in Gulf Breeze, FL. I have successfully earned the designation of Chartered Retirement Planning Counselor™, or CRPC®. This advanced training program focuses on the pre- and post-retirement needs of individuals. Only those who complete the program, pass a final exam and sign a code of ethics and disclosure form may earn the CRPC® designation. My branch office administrator, Kathleen Sullivan, has 20 years of financial experience and is dedicated to providing you with the highest level of service. Please don't hesitate to call on her. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC.
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