Associate Wealth Advisor
Chelsea is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Prior to Beacon Pointe, Chelsea served as a registered client service associate with Morgan Stanley and Stifel Investments. Most recently she worked at E*TRADE as an Associate Financial Consultant. She was born and raised in Southern California and holds a BA in Sociology from the University of Georgia, an MEd from Utah State University and an MBA in Finance from Governors State University. Outside of the office, she enjoys spending time with her family, watching sports (especially Georgia football and softball) and traveling.