Chelsea B. Carter, Senior Registered Client Service Specialist, is the newest member of the Thomas and Swartz team at Hightower. Chelsea joins us from Merrill Lynch, where she worked for the past 11 years, assisting teams and clients in both the Fort Myers and Naples offices. During that time, she gained experience with both wealth management and insurance solutions.
Chelsea brings experience in estate planning, settlements, and distributions, as well as helping prepare clients for retirement. Chelsea holds Series 7 and 66 FINRA licenses as well as a Florida 2-15 Life, Health and Variable Annuities insurance license. Her specialties are providing white glove service and operating from a “client-first” mindset.
Chelsea is a Fort Myers native and returned to the area in 2010 after attending Auburn University. She has an eight-year-old daughter, Emmie Kate, and enjoys spending time with family and friends, traveling and the outdoors in her spare time.