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 adv