About
Chase Naccarato is an Assistant Vice President and Financial Advisor for WTB Investment Services, serving the Spokane, Palouse, and Lewis Clark Valley areas. In this role, Chase helps clients by providing personalized financial strategies.
Chase provides valuable insight, knowledge, and guidance to help individuals manage their finances and portfolios. He focuses on retirement, college, and estate planning in addition to providing expertise on insurance. Chase coordinates with other areas of the WTB Investment Services team, as well as other departments throughout the Bank, to provide a highly personalized wealth advisory experience for his clients.
Credentials
- Disability Insurance License
- Life Insurance LicenseÂ
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66
Education