Your Advisor Services Team


Chelsie Morales

Associate Vice President, Business Development, West

As an Associate Vice President of Business Development, Chelsie helps advisors design and implement solutions for their everyday challenges. Chelsie believes that getting to know advisors on a deep and personal level, allows her to better understand their pain points and customize a solution to help them achieve that next level of success.

Chelsie graduated with her Bachelor of Science degree in Business Administration from the University of Nebraska – Kearney, followed by her MBA from the W.P. Carey School of Business. Her most recent role was an Account Manager for the 2nd largest travel nursing company in the country. She spent her time cultivating relationships with the hospital managers, along with placing and managing 250+ nurses at a time.

Outside of work, Chelsie enjoys staying active, spending time outdoors with her husband, Will, and Chihuahua, Moose, and most recently loving on their new son, Carson. When grandma and grandpa want to babysit, Chelsie and Will love to attend local concerts, and have attended over 50 (and counting) so far.

Getting to know Chelsie

Favorite food – Her mother in law’s homemade enchiladas

Favorite quote – If it doesn’t challenge you it won’t change you

Favorite book – Small Great Things

What motivates Chelsie – Being the best possible version of herself, in order to help create a life of opportunities for her son

Favorite holiday – Halloween

Place Chelsie would most like to visit – Greece