Meet Chelsea
Chelsea is a Manager, Sr. Estate Planning Strategist who joined Mercer Advisors in 2026 after serving as Wealth Management Attorney for Choate, Hall & Stewart for nearly two years. Before that, she served as a Lead, Estate Planning Strategist at Mercer Advisors for four years. Chelsea focuses on estate planning strategies for the clients she serves, helping families design and implement estate plans that fit their distinct needs. Chelsea earned a B.S. degree in business management from Rensselaer Polytechnic Institute and a J.D. from Albany Law School.
Her working style
Chelsea brings a calm, steady presence to every client conversation, creating space for thoughtful, unhurried decision-making. Her approach is warm and highly collaborative, and she works closely with the entire advisory team to help ensure every angle is considered. Chelsea enjoys navigating complex planning challenges, breaking them down into clear, practical solutions.
Chelsea in real life
What keeps you busy outside of work?
I have three young boys and a dog who keep me very busy and active outside of work. We enjoy family activities such as movies, swimming, and exploring new places.
Why do you like working at Mercer Advisors?
Mercer Advisors is a wonderful place to work. Team members consistently demonstrate the core values of Mercer Advisors and works collaboratively.
Favorite thing about where you live?
Living in southern New Hampshire, we are able to explore many different areas in New England with just a short drive. However, I absolutely love New England in the fall; it is a beautiful place to live.
Meet Chelsea’s Teammates
Aurelia Morales
Estate Planning Service Specialist
What Chelsea Says
Aurelia is my go-to partner. We work closely together to guide clients through the estate planning process and help ensure a smooth, streamlined experience. She is organized and approachable, and she consistently keeps everything on track.
Ashley Felton
Manager, Sr. Estate Planning Strategist
What Chelsea Says
I truly enjoy working with Ashley. Her passion for estate planning is evident in everything she does, and her willingness to share her knowledge and teach the team makes everyone around her stronger.
Jenna Elliott
VP, Estate Planning
What Chelsea Says
Jenna brings a deep appreciation for estate planning and the Mercer Advisors team to everything she does. She is engaged and fully present in every interaction, and her enthusiasm is contagious.
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