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J. Clarke Chase, CLU, ChFC Settlement Consultant 4880 Sadler Road, Suite 110 Glen Allen, VA 23060-3380 Telephone: (804) 270-3701 Facsimile: (804) 747-1237 E-mail Me | Download vCard

Settlement and Planning Expertise:

• 35 years financial planning experience and in 2003 incorporated structured settlements into my practice
• Specialize in crafting and implementing financial plans for injured persons and their families, leveraging the use of structured settlements where appropriate

Professional Experience:

• Millennium Settlements, Tallahassee, Florida
  Settlement Consultant, November 2003 - Present
• Chase~Hydrick, Richmond, Virginia
  Partner; financial planner and investment advisor to individuals and pension plans, November, 2003 - Present
• Benefit Design & Administration, Inc., Richmond, Virginia
  Founder/President, financial planner and investment advisor to individuals and pension plans, 1985 - 2004
• Life of Virginia/Home Life Insurance Company, Richmond, Virginia
  Life insurance sales professional, 1973 - 1985

Professional Licenses and Designations:

Chartered Financial Consultant
Chartered Life Underwriter
Corporate Registered Investment Advisor Representative

Memberships:

Estate Planning Council, Richmond, VA; Past President
Society of Financial Services Professionals, Richmond Chapter, Past President
National Structured Settlements Trade Association

Education:

BBA, College of William & Mary, Williamsburg, Virginia
CLU, ChFC, American College, Bryn Mawr, Pennsylvania

Millennium Settlements
3500 Financial Plaza, 4th Floor
Tallahassee, Florida 32312
(800) 573-8853 | (850) 894-4265 | (850) 894-4269 (fax)

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Primary Geography: Tallahassee, Florida. Cities: Orlando, Fort Lauderdale, Boca Raton, Palm Beach, Lakeland, Coral Gables, Clearwater, Melbourne, Coral Springs, Fort Myers, Gainesville, Hialeah, Hollywood, Jacksonville, Miami Beach, Palm Bay, Pembroke Pines, Plantation, Pompano Beach, Port St. Lucie, St. Petersburg, Sunrise, Tallahassee, Tampa, and West Palm Beach. Counties: Miami-Dade, Broward, Palm Beach, Lee, Pinellas, St. Lucie, Hillsborough, Collier, Sarasota, Manatee, Orange, Seminole, Osceola, Pasco, and Monroe.