Chelsea Pagoaga has over 10 years of experience in client service, operations, and advisor support within the financial services industry. Her experience includes client onboarding, account servicing, money movements, account maintenance, scheduling, reporting, and managing internal workflows for advisory teams.
Prior to joining the firm, Chelsea served as a Client Service Specialist at Heritage Wealth Advisors, where she supported financial advisors with client relationships and operational processes. She also held the role of Director of Operations at Eagle Harbor Advisors, managing day-to-day operations for an advisory team, including client service, scheduling, and internal systems. Earlier in her career, she worked at Merrill Lynch as a Registered Senior Wealth Management Client Associate, supporting multiple advisors with client service, portfolio reporting, and operational coordination, and began her career at Morgan Stanley in a client service role.
Chelsea holds FINRA Series 7 and Series 66 licenses and studied Accounting at Florida Atlantic University.
As Director of Client Services, Chelsea oversees client service operations, advisor support, internal processes, and workflow management.