About Chanel
Chanel has been with Focus Partners Wealth since 2006 working with a wide variety of high-net-worth clients and their families from the accumulation stage through retirement years. Chanel has over 25 years of experience and extensive industry knowledge which enable her to work with clients to customize portfolios, provide financial guidance and develop individualized plans tailored to help clients achieve their financial goals. Prior to joining Focus Partners Wealth, Chanel worked at Adams, Harkness & Hill for 10 years, where she also worked as a Nasdaq trader.
Education and Professional Milestones
-Registered Investment Advisor Representative
-Northeastern University - BS in Business Administration
-Boston University-Certificate in Financial Planning
Chanel has been with Focus Partners Wealth since 2006 working with a wide variety of high-net-worth clients and their families from the accumulation stage through retirement years. Chanel has over 25 years of experience and extensive industry knowledge which enable her to work with clients to customize portfolios, provide financial guidance and develop individualized plans tailored to help clients achieve their financial goals. Prior to joining Focus Partners Wealth, Chanel worked at Adams, Harkness & Hill for 10 years, where she also worked as a Nasdaq trader.
Education and Professional Milestones
-Registered Investment Advisor Representative
-Northeastern University - BS in Business Administration
-Boston University-Certificate in Financial Planning