Charles Montgomery, CRPC 

Chase Montgomery is a Senior Partner and Director of Portfolio Development with Elevation Wealth Advisors with over 15 years of experience as a Financial Advisor.  He grew up in Huntsville, Alabama where he attended Grissom High School.  Chase attended the University of Alabama and graduated with a Bachelor’s degree in Commerce and Business Administration with a specialization in Corporate Investment Management Finance.  He currently lives in Nashville with his wife, Alyssa and two children, Cal and Merritt.  During his free time Chase is actively involved in local politics, as well as various charitable and civic organizations.  He enjoys spending time outside golfing, playing in a Men’s baseball league, and going on hikes with his family dogs, Tito and Weller.  Chase has a passion for helping families and small businesses develop personalized strategies to build wealth and pursue their financial goals.