Chelsea Brochu

As an Estate Planning Strategist at Commonwealth Financial Group, Chelsea focuses on meeting the needs of affluent families in the private banking and wealth management space.

Previously, she served as a Senior Client Experience Manager at Key Private Bank in Connecticut, where she was responsible for the overall delivery of plans for high-net-worth clients across a team of investment, fiduciary, and planning strategists.

Chelsea’s holistic approach centers on the client, ensuring efficiency both during and after the client’s lifetime, with a special focus on preserving peaceful familial relationships throughout the process. 

She is a graduate of the University of Vermont and the Western New England University School of Law.