Chelsea L. Clegg, CFP®
Associate Financial Strategist

Chelsea Clegg

Associate Financial Strategist

Chelsea Clegg serves as Associate Financial Strategist for McKinley Carter Wealth Services. In this role, Chelsea provides client service and administrative support to the advisory team in the Wheeling office. She also serves as Coordinator of McKinley Carter’s Investment Services Council which is tasked with overseeing the design, communication, and implementation of the firm’s comprehensive investment programs.

Chelsea joined McKinley Carter with a broad background in client service. Immediately prior to joining our team, she worked at a large regional bank as a sales and service representative and was responsible for maintaining customer relations, opening new accounts, and processing loan applications.

A lifelong resident of Bellaire, OH, Chelsea holds a bachelor’s degree in finance from Youngstown State University. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2019 and is currently involved in the CFP Board Mentor Program, where she provides guidance and support to future CFP® professionals as they embark on the certification process.
 
Chelsea enjoys spending time with her family, her husband Sam and their cat and dog. Chelsea and Sam are avid sports fans and like to travel, especially to the various NASCAR racetracks across the country.
 



Community Involvement

CFP Board Mentor Program