Chelsea L. Demetre • CFP®

Client Service Associate • Investment Advisor Representative

Chelsea has been with the firm since 2008.  She works with clients and advisors to maintain financial planning recommendations and assist clients with service requests and inquiries. In addition to her client service duties, she is responsible for managing the Client Service Team in the New Jersey office and improving the operations of our firm.  She believes in providing the highest level of service to each client and will go the extra mile to ensure each client has a memorable and positive experience.

Chelsea is a Certified Financial Planner® Professional. She holds Series 7 and 63 securities registrations and a Georgia Life and Health Insurance License. Chelsea graduated from the University of Scranton.  Chelsea enjoys learning about the latest industry trends and technology and shows her commitment to professional growth by attending industry conferences whenever she gets the chance.

Chelsea resides in Atlanta, Georgia with her husband and two dogs.  In her spare time, she enjoys visiting family and friends back in New Jersey and exploring the Southeast.