Chelsea comes to Clearstead with 10 years of wealth management experience. She works with several advisors within the Private Client Group to ensure delivery of high-quality service to her assigned wealth management clients. She is responsible for maintaining client relationships, onboarding new relationships, facilitating money movements, preparing meeting materials, and other tasks involved with serving wealth management clients.

Prior to joining Clearstead, Chelsea held client service and managerial roles at First Republic Private Wealth Management and UBS Financial Services. She holds a B.A. from UC Santa Cruz and is currently working towards her Certified Financial Planner (CFP®) designation.