Chelsea Haynes
Tellico Plains
Summary
Experienced and dedicated Financial Advisor skilled in creating tailored financial plans to meet individual needs. Deep understanding of diverse investment options and strategies. Committed to maximizing client's financial security. Utilizes extensive knowledge of markets, financial products, and tax regulations to provide expert guidance for optimal outcomes.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Forthright Capital Partners
04.2025 - Current
- Developed tailored financial plans aligning with client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Cultivated strong client relationships through regular communication and personalized service.
- Conducted comprehensive financial reviews to ensure compliance with regulatory requirements.
Financial Advisor
Commoncents Wealth Advisors
08.2023 - 07.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Insurance Broker
Amerilife of Clearwater
01.2017 - 01.2023
- Grew the business of the total office by 70% in one year
- Responsible for growing and maintaining a happy client-base
- Responsible for recommending appropriate and helpful insurance products to solve problems
- With customer service and client relations as the priority and acting as an intermediary between the insurance company and the client
- Organized and maintained client information and policies for over 200 clients.
Owner/Massage Therapist
My Therapeutic Massage
01.2015 - 01.2020
- Created a mobile massage business on Clearwater Beach from the ground up
- Found an investor, coordinated with government organizations and marketing groups to establish a successful business
- Implemented and maintained policies for business budgeting, client retention, and client information.
Education
Securities License -
Series 65
08.2023
Insurance License -
Health, Life, And Annuity
10.2015
No Degree - Civil Engineering
University of South Florida
Tampa05.2009
Skills
- Investment advice
- Client relationship management
- Sales expertise
- Retirement planning
- Stock market understanding
- Debt management
- Analytical thinking
- Attention to detail
Timeline
Financial Advisor
Forthright Capital Partners
04.2025 - Current
Financial Advisor
Commoncents Wealth Advisors
08.2023 - 07.2024
Insurance Broker
Amerilife of Clearwater
01.2017 - 01.2023
Owner/Massage Therapist
My Therapeutic Massage
01.2015 - 01.2020
Insurance License -
Health, Life, And Annuity
No Degree - Civil Engineering
University of South Florida
Securities License -
Series 65
Gardening
I get a real sense of pride knowing that what I put on the table for my family comes wholly from our own garden. It's also thrilling every time I see little seedlings pop up out of the ground.