Financial Advisor Chase Thomas

Chase Thomas

Less Stress More Enjoyment
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The Heritage Bank Wealth Management Team

great service starts with a great team


Chase

Chase Thomas

Laura

Laura Watkins

– Registered Associate

Laura L. Watkins is a Registered Associate. Laura is Series 7 and Series 63 licensed. And she is responsible for opening and managing client accounts, managing client relationship activities, handling customer service requests, and assists with research, marketing, trading, and annuity & insurance applications.

Laura

Laura Watkins

– Registered Associate

Laura L. Watkins is a Registered Associate. Laura is Series 7 and Series 63 licensed. And she is responsible for opening and managing client accounts, managing client relationship activities, handling customer service requests, and assists with research, marketing, trading, and annuity & insurance applications.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Chase Thomas is an independent contractor of Money Concepts

note: Heritage Bank Wealth Management is an independent firm and not affiliated with Money Concepts

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