Contact William J. Chase IV

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William J. Chase IV, CPA Financial Advisor

Will Chase is a financial advisor in the Sarasota, Florida office of HBKS® Wealth Advisors (HBKS®). He brings over 10 years of public accounting and financial advisory experience working with clients in a number of industries. He is also a Senior Associate for the firm partner HBK CPAs & Consultants.

As a Financial Advisor, Will is dedicated to helping individuals and businesses develop financial and investment strategies that align with their specific investment needs, financial objectives and individual risk tolerance. His mission is to provide each client with comprehensive financial advice delivered with the highest level of personal service and professional integrity. His assistance helps his clients plan for their own future, their children’s or grandchildren’s education, or passing their wealth onto future generations or charitable causes.

Will was born and raised in Sarasota. He earned his bachelor’s degree and his master’s degree from the University of Florida, both in Accounting. Will holds the designation of Certified Public Accountant.

Will is a member of American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). He serves as treasurer of Rotary Club of Siesta Key and National Alliance for Mental Illness (NAMI) of Sarasota and Manatee Counties.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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