Chelsea joined the 3E Wealth Management group in 2018 as a valuable member of our client onboarding and servicing team. Chelsea's background in marketing and client relations reinforces our process and continues to promote 3E's vision of creating a first-class client service and investment management experience. This experience, delivered through our 3E process of Education, Execution, and Evolution, helps to free up our clients' time so they can pursue what is most important to them.
Chelsea graduated from Longwood University in Farmville, Virginia with a bachelor's degree in business administration with a concentration in marketing. While she attended Longwood she stayed active in the community by playing club soccer all four years and volunteering as a coach for the Heart of Virginia Soccer Club.
Before joining Raymond James, Chelsea was manager of marketing and operations at a company in northern Virginia. Originally from Manassas, Virginia, she enjoys traveling, playing competitive soccer, and the outdoors.