About
Chason began working in the financial services industry in 2011 in a consultant capacity to financial advisors throughout North and South Carolina. He collaborated with financial advisors and their clients to design and implement wealth transfer and legacy planning strategies. Throughout his career, he has been active in the financial services community. As a former Director and Board Member of the Financial Planners Association in Charlotte, Chason understands the importance of education and advancement of the financial planning profession. A four-year letterman and captain of the Hampden-Sydney College golf team, he continues to enjoy the game of golf. He and his wife, Catherine, are both Charlotte natives and live in South Charlotte with their daughters, Holland and Palmer.
Contact Chason at (704) 409-2587
Education
- BA, Magna Cum Laude, Hampden-Sydney College
Awards
- Forbes Top Next-Gen Best-In-State Wealth Advisors - #45 – North Carolina¹
Awarded 8/6/25 for the period 3/31/24-3/31/25.
Resources from Chason Trahan
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