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Chelsea S

CFP®, Series 63, Series 66

Estero, FL

Manning & Napier Advisors, LLC

Chelsea Seibel is a CFP® professional with 14 years of industry experience. She currently serves as an advisor at Manning & Napier Advisors, LLC and has held positions at City National Bank and RBC Capital Markets, LLC. She is a board member of Abuse Counseling Treatment, Inc. and the Planned Giving Council of Lee County, both non-investment related organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts and non-discretionary advice for various funds. The firm employs a team-based investment approach that combines top-down macro analysis with bottom-up security selection and maintains affiliations with an in-house trust company and a broker-dealer to support its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Executive
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