CoverProfile

Chase Rose

Associate Wealth Advisor

Hixon Zuercher Capital Management

United States, Ohio, Kenton

About Me

Mr. Rose is an Associate Wealth Advisor with Hixon Zuercher Capital Management. As an Associate Wealth Advisor, he supports lead advisors of the firm. Mr. Rose also handles client inquiries relating to investments, including resolving client requests, data gathering and analysis, financial planning, portfolio reviews, and implementation of recommendations.

Profile Information

Associate Wealth Advisor

Hixon Zuercher Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kenton

Ohio

United States

Jul 31, 2024

Work Experience

Hixon Zuercher Capital Management

Associate Wealth Advisor
Jan 2022 - Present
Email: crose@hzcapital.com

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