Chase McMorrough

Senior Financial Advisor

Chase McMorrough, MBA, is a seasoned financial services professional currently serving as a Senior Financial Advisor at Vanguard since May 2021, leveraging a wealth of experience from previous roles at Edward Jones as a Financial Advisor and Merrill Lynch as a Financial Advisor Trainee. Chase’s background also includes a significant tenure as the Director of Business Development at The Diamond Agency, where a 75% increase in net new business was achieved through strategic networking and prospecting. Earlier experience as a Business Development Manager at USADATA and a Senior Account Manager at Intuit provided Chase with a robust foundation in client management, product strategy, and sales execution. Academic credentials include a Master of Business Administration from New York University and a Master's degree from Stanford University Graduate School of Business, alongside a Bachelor's degree in Marketing from UCF College of Business.

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