Chelse Stevens

VP, Financial Consultant

Chelse Stevens, CFP®, CHFC®, is a Vice President and Financial Consultant with extensive experience in financial planning and wealth management. They began their career as a Financial Planner at Capital Financial Group, LLC, from 2009 to 2014, before advancing to roles at Fidelity Investments, where they held various positions including VP, Wealth Planner. Chelse also gained valuable experience through internships at Scripps Networks, MLO Appliances, and Petters Group Worldwide while earning a BA in Business Management from Maryville College, which they completed in 2009.

Location

Charlotte, United States

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