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Photo of Chelsea Clegg, CFP®

Chelsea Clegg, CFP®

Financial Strategist

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

Accomplishments and Honors

After earning her CERTIFIED FINANCIAL PLANNER™ designation, Chelsea was once invited to lead a live chat for 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 and a son in January 2023. Living on an expansive farm once owned by their family, the Clegg Family spend most days outside enjoying walks and rides across the fields as well as visits to their pond to feed the fish and turtles. Chelsea and Sam also enjoy attending sporting events like NASCAR, football, baseball, and hockey games. In the summer and fall, you can usually spot the couple cruising in Sam’s 1987 Chevrolet Monte Carlo on their way to local festivals and car shows.

Chelsea’s Articles
Messy Kids

New Parents: Avoiding Financial Messes May Prove Much Easier Than Other Clean-ups Ahead

All new parents know life changes in many new, exciting, and even exhausting ways. Although we can't provide tips on how best to avoid crayon wall art, we can help you avoid possible financial "messes" by reviewing these four key areas. Check it out.

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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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A women smiling in an office, meeting with a client.

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.

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