Chelsea is responsible for developing, communicating, and executing the strategic plan and growth of Moran Wealth Management®. Prior to this role, she spent 8 years at the firm as a Senior Portfolio Manager responsible for the fixed income and several equity strategies. She serves on both the Executive Committee and Investment Committee at Moran Wealth Management®.
Chelsea earned her BS in Finance from Florida Gulf Coast University. She was awarded the CFA Charter from the CFA Institute in 2014 and is a member of the CFA Society of Naples where she currently serves on the board. In 2021, Chelsea co-founded Southwest Florida Women in Investment Management to support the development and advancement of women in the local finance community.
In addition to her responsibilities at Moran Wealth Management®, Chelsea sits on the Executive Council for the Department of Economics and Finance at Florida Gulf Coast University and is the President of the House Corporation for the Pi Mu Chapter of Chi Omega. Lastly, she is a member of CHIEF, a private organization for women executive leaders.
Chelsea loves to read, travel, and spend quality time with her family. As a Midwest transplant, she lovingly cheers for the Chicago Bulls, Bears and Cubs.
Chelsea is responsible for developing, communicating, and executing the strategic plan and growth of Moran Wealth Management®. Prior to this role, she spent 8 years at the firm as a Senior Portfolio Manager responsible for the fixed income and several equity strategies. She serves on both the Executive Committee and Investment Committee at Moran Wealth Management®.
Chelsea earned her BS in Finance from Florida Gulf Coast University. She was awarded the CFA Charter from the CFA Institute in 2014 and is a member of the CFA Society of Naples where she currently serves on the board. In 2021, Chelsea co-founded Southwest Florida Women in Investment Management to support the development and advancement of women in the local finance community.
In addition to her responsibilities at Moran Wealth Management®, Chelsea sits on the Executive Council for the Department of Economics and Finance at Florida Gulf Coast University and is the President of the House Corporation for the Pi Mu Chapter of Chi Omega. Lastly, she is a member of CHIEF, a private organization for women executive leaders.
Chelsea loves to read, travel, and spend quality time with her family. As a Midwest transplant, she lovingly cheers for the Chicago Bulls, Bears and Cubs.
In observance of New Year’s Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Friday, January 2nd, 2026.
Thank you for your understanding as we take this time to celebrate the start of a new year and the opportunities it brings.
In observance of Christmas, our office will close at 1:00 PM today in accordance with the early market closure by the NYSE.
Our office will also be closed on Thursday, December 25th, 2025.
We will resume regular business hours on Friday, December 26th, 2025.
Thank you for your understanding as we take this time to celebrate the holiday season.
In observance of Thanksgiving, our office is closed today.
In addition, our office will also close at 1:00 PM on Friday, November 28th, 2025, in accordance with the early market closure by the NYSE.
We will resume regular business hours on Monday, December 1st, 2025.
Thank you for your understanding as we take this time to express gratitude and celebrate with our families.
In observance of Labor Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Tuesday, September 2nd, 2025.
Thank you for your understanding as we take this time to celebrate the dedication and contributions of workers who build and sustain our communities and nation.
In observance of Independence Day, our office will closed at 1:00 PM today in accordance with the early market closure by the NYSE.
Our office will also be closed on Friday, July 4th, 2025.
We will resume regular business hours on Monday, July 7th, 2025.
Thank you for your understanding as we take this time to honor our nation’s independence and reflect on the enduring principles of liberty and unity that bring us together.
In observance of Juneteenth National Independence Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Friday, June 20th, 2025.
Thank you for your understanding as we take this time to reflect on the importance of this historic day and its significance to our shared journey toward justice and equality.
In observance of Memorial Day, our office is closed today.
The NYSE is closed in recognition of this federal holiday.
We will resume regular business hours on Tuesday, May 27th, 2025.
Thank you for your understanding as we join the nation in remembering the brave men and women of the armed forces who made the ultimate sacrifice in service to our country.