Chelsea Brogan, CFP®, possesses a robust background in financial services, currently holding the position of Associate Vice President, Financial Advisor, and Portfolio Manager at Morgan Stanley. Previous roles at Morgan Stanley include Wealth Management Analyst, Registered Client Service Associate, and Associate, alongside experience as a Wealth Management Intern. Chelsea also completed an internship as an Audit Intern at KPMG and served as a Sales Ambassador at Pirq, as well as a Sales Associate at ALDO Group. Chelsea earned a Bachelor's degree in Accounting from the University of Washington and furthered education at Seattle University from 2015 to 2018.
This person is not in the org chart
This person is not in any teams