With over 25 years of experience in the Sarasota area, Bill Chase has established himself as one of the leaders in the financial service field.

He has earned the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), along with a degree in Accounting from Syracuse University.  He is also licensed as an Investment Advisor Representative of MML Investors Services, Inc*.

Bill has been a perennial qualifier for Leader’s Club, the Blue Chip Council, President’s Council, and Top of the Council with Massachusetts Mutual Life Insurance Company (MassMutual) .  He was also selected for Chairman’s Club for 1999.  He has received numerous industry awards and is a Life and Qualifying member of the Million Dollar Round Table with 20 years of membership (1981-2001).  In 1994 and 2000 he also achieved membership in the Top of the Table.  He works on various committees to improve and develop products and processes within MassMutual.

When not working, Bill enjoys fishing, hunting, cooking, and spending time with his wife, Janice, and their three children.  He has strong ties in the community with many organizations including Covenant Life Presbyterian Church, Sarasota Sportsman's Club, Sarasota Yacht Club and Sarasota University Club.

Contact wjchase@finsvcs.com