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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

  • FINRA Series 65
  • Bachelor of Science in Business Administration Youngstown State University

Accomplishments and Honors

After earning her CERTIFIED FINANCIAL PLANNER™ designation, Chelsea was 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. Chelsea graduated cum laude from Youngstown State University.

Community Involvement

Chelsea and her husband, Sam, welcomed a daughter in June 2020. They enjoy attending various sporting events like NASCAR, 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 (HSA)

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.