St. Louis

Chase Moceri


Associate Wealth Advisor

8182 Maryland Avenue, Suite 500
St. Louis, MO 63105

Chase Moceri
Chase Moceri

Professional Certifications

  • APMA® – Accredited Portfolio Management Advisor

About Chase

As an associate wealth advisor, Chase works alongside a team of advisors to build relationships with clients and provide guidance for their financial and life choices. He sees himself as a comprehensive advisor who tailors advice to his clients’ specific needs. A team player, he also works directly with the client service team to prioritize the best outcomes for clients.

Throughout Chase’s career, he has developed an entrepreneurial spirit that motivated him to become an advisor. He particularly enjoys finding ways to help business owners succeed, and he believes in getting to know his clients personally. According to Chase, his clients are the reason he looks forward to work, and he always strives to keep an open line of communication with them.

Prior to joining Buckingham Strategic Wealth in June 2022, Chase was previously a client service specialist at Ameriprise Financial. He earned a bachelor’s degree in marketing management with a minor in finance from Missouri State University. Additionally, he is a fully licensed advisor and holds an Accredited Portfolio Management Advisor designation from the College for Financial Planning.

Although he was born in Michigan, Chase considers St. Louis his hometown after relocating to the city at a young age. In his free time, he enjoys playing hockey, golfing and spending time outside with his dog, Coca. He also enjoys traveling and has even visited far-flung places such as Hong Kong, Singapore and Macau. He looks forward to expanding his list of destinations in the future.