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Announcing our new Southwestern Ohio Division!

Photo of Chelsea Clegg, CFP®

Chelsea Clegg, CFP®

Associate Financial Strategist

An associate financial strategist in the Wheeling office, Chelsea works directly with our wealth management clients and serves an integral role in onboarding and maintaining relationships. She is also coordinator for McKinley Carter’s Investment Services Council, assisting our leadership team in the communication, design and execution of our comprehensive investment programs.

Licensing and Education

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Bachelor of Science in Finance Youngstown State University

Accomplishments and Honors

Since earning her CERTIFIED FINANCIAL PLANNER™ designation, Chelsea has been invited to lead live chats on the CFP® Board Candidate Forum, offering advice to prospects and tips on how women can successfully navigate the financial industry.

Community Involvement

Chelsea and her husband, Sam, welcomed a daughter in June 2020. They are huge NASCAR fans—a passion stemming from Sam’s family line of dirt track racers—and enjoy attending football, baseball and hockey games. In the summer and fall, the couple head out in Sam’s 1987 Chevrolet Monte Carlo for a variety of festivals and car shows.

Chelsea’s Articles
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Your Name Has Changed...So Now What?

What agencies or entities should you alert when you've changed your name due to marriage, divorce, or adoption? Check out this comprehensive list!

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My Path to CERTIFIED FINANCIAL PLANNER™ Practitioner: A Journey of Perseverance

The journey toward earning the Certified Financial Planner® certification is not an easy one. Here's the personal story of one MCWS advisory team members.

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Building Your Financial Arsenal with a Health Savings Account

An IRA, 401(K) and a solid savings account are important to your personal “financial arsenal”. But do you know how to leverage a Health Savings Account?

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Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

Reach out for a consultation.
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