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.
Chase Rose
Associate Wealth Advisor
Hixon Zuercher Capital Management
United States, Ohio, Kenton
About Me
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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