Andrew Durham
Registered Associate, Financial Planning Specialist
Phone:
(212) 551-7212(212) 551-7212
Chelsea Brogan, CFP®
Associate Vice President,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Portfolio Manager,
Workplace Advisor - Equity Compensation
Direct:
(212) 401-0529(212) 401-0529
My Mission Statement
With a deep focus on relationships, and a tailored, thoughtful approach to strategic planning and investment management, I align your wealth with your goals to help you reach whatever your vision of success looks like.
My Story and Services
My mission is to empower my clients with the knowledge, confidence, and ability to align their wealth with their goals, and reach their vision of success.
As a dedicated Financial Advisor, educator, and connector, I offer thoughtful, tailored financial planning and investment advice for better financial outcomes with the goal that each of my clients feel confident, supported, and in control of their financial future.
I am passionate about building authentic relationships with like-minded people and mission-driven organizations.
Throughout my 12 years in Wealth Management, I have tailored my approach to cater to the comprehensive needs of Female Executives, Entrepreneurs, Founders, Matriarchs, Divorcees, Widows, and Non-Profit Organizations and Leaders.
I also have extensive experience working with Tech Professionals, Individuals receiving Equity Compensation, and Concentrated Stock Positions.
As a dedicated Financial Advisor, educator, and connector, I offer thoughtful, tailored financial planning and investment advice for better financial outcomes with the goal that each of my clients feel confident, supported, and in control of their financial future.
I am passionate about building authentic relationships with like-minded people and mission-driven organizations.
Throughout my 12 years in Wealth Management, I have tailored my approach to cater to the comprehensive needs of Female Executives, Entrepreneurs, Founders, Matriarchs, Divorcees, Widows, and Non-Profit Organizations and Leaders.
I also have extensive experience working with Tech Professionals, Individuals receiving Equity Compensation, and Concentrated Stock Positions.
Securities Agent: MA, DE, CO, NJ, MD, HI, VA, NY, NC, MT, TX, OR, NV, NH, OH, NM, KY, ID, WI, PA, MI, ME, UT, FL, CT, CA, AZ, DC, WA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2007255
NMLS#: 2007255
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience and Biography
Chelsea Brogan is an Associate Vice President, Financial Advisor, Workplace Equity Compensation Advisor, and Certified Financial Planner™ at Morgan Stanley Park Ave Plaza in New York City.
Chelsea joined Morgan Stanley in Seattle, WA in 2013, and relocated to New York City in 2023.
Chelsea works closely with clients on both the East Coast and West Coast to meet their financial planning and portfolio management needs.
As a Certified Financial Planner™ (CFP®), Chelsea has extensive knowledge of the financial planning process. Working with clients to uncover goals, concerns, and risks allows her to analyze wealth planning data and develop solutions that can help empower clients. Education is at the forefront of her practice, as Chelsea is passionate about helping her clients understand their financial situation and reach their goals.
Chelsea's knowledge in portfolio management focuses on customized investment strategies, asset allocation, tax-aware investing, and manager selection. She provides fundamental insights in portfolio construction for both equity and fixed income portfolios, as well as in capital markets.
Chelsea has been named in Morgan Stanley’s prestigious Pacesetters club recognizing a select group of Morgan Stanley Financial Advisors for their consistent excellence in investment and wealth management services (2021-2023). She has also been awarded the Five Star Wealth Advisor recognition for four consecutive years (2020-2024).
After graduating from of The University of Washington with a BA in Business Administration focused in Accounting, Chelsea earned a Master of Business Administration from Seattle University, with a Certificate in Finance focused in Investments and Corporate Finance.
Chelsea was born and raised in WA State, and now lives in Manhattan. She is passionate about financial literacy, advocating for equality for women and marginalized groups, and giving back to the community. She serves as the Community Co-Chair of Morgan Stanley Women in Wealth NYC Chapter.
When she is not working, Chelsea enjoys traveling, listening to audiobooks and podcasts, trying new restaurants and exploring the city spending time outdoors!
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC CRC # 6064989 01/2024
2020-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2020-2024). These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2020 Award - 04/1/2019 - 11/13/2019
2021 Award - 04/27/2020 - 10/30/2020
2022 Award - 05/10/2021 - 11/30/2021
2023 Award - 04/18/22 - 10/21/22
2024 Award - 05/15/2023 - 11/30/2023
Chelsea joined Morgan Stanley in Seattle, WA in 2013, and relocated to New York City in 2023.
Chelsea works closely with clients on both the East Coast and West Coast to meet their financial planning and portfolio management needs.
As a Certified Financial Planner™ (CFP®), Chelsea has extensive knowledge of the financial planning process. Working with clients to uncover goals, concerns, and risks allows her to analyze wealth planning data and develop solutions that can help empower clients. Education is at the forefront of her practice, as Chelsea is passionate about helping her clients understand their financial situation and reach their goals.
Chelsea's knowledge in portfolio management focuses on customized investment strategies, asset allocation, tax-aware investing, and manager selection. She provides fundamental insights in portfolio construction for both equity and fixed income portfolios, as well as in capital markets.
Chelsea has been named in Morgan Stanley’s prestigious Pacesetters club recognizing a select group of Morgan Stanley Financial Advisors for their consistent excellence in investment and wealth management services (2021-2023). She has also been awarded the Five Star Wealth Advisor recognition for four consecutive years (2020-2024).
After graduating from of The University of Washington with a BA in Business Administration focused in Accounting, Chelsea earned a Master of Business Administration from Seattle University, with a Certificate in Finance focused in Investments and Corporate Finance.
Chelsea was born and raised in WA State, and now lives in Manhattan. She is passionate about financial literacy, advocating for equality for women and marginalized groups, and giving back to the community. She serves as the Community Co-Chair of Morgan Stanley Women in Wealth NYC Chapter.
When she is not working, Chelsea enjoys traveling, listening to audiobooks and podcasts, trying new restaurants and exploring the city spending time outdoors!
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Pacesetter’s Club membership is no guarantee of future performance.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC CRC # 6064989 01/2024
2020-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2020-2024). These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2020 Award - 04/1/2019 - 11/13/2019
2021 Award - 04/27/2020 - 10/30/2020
2022 Award - 05/10/2021 - 11/30/2021
2023 Award - 04/18/22 - 10/21/22
2024 Award - 05/15/2023 - 11/30/2023
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 401-0529(212) 401-0529
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Direct:
(206) 889-6247(206) 889-6247
Meet My Team
About Andrew Durham
Andrew joined the Lowell Group at Morgan Stanley in February 2022 as a Registered Associate and Financial Planning Specialist. Prior to joining Morgan Stanley, Andrew worked at AllianceBernstein in Washington D.C. as a Private Wealth Associate. Andrew is experienced in Financial Planning, Investment Management and Operational Risk Management delivered to High-Net-Worth Families, Private Foundations/Institutions, and Non-Profit Organizations.
Andrew graduated from Wake Forest University, School of Business in May 2020, where he earned a Bachelor of Science in Finance. While at Wake Forest University, Andrew obtained industry experience as an intern at Merrill Lynch Wealth Management and FS Investments.
Andrew maintains a passion for philanthropic endeavors. Most notably, Andrew has held philanthropic leadership positions as an Executive Committee member of Hydrating Humanity, a prominent non-profit humanitarian organization, as well as the Philanthropy Chairman of the Sigma Chi Delta Nu Chapter. Andrew is originally from the suburbs of Philadelphia and enjoys playing tennis and traveling with family and friends.
Andrew graduated from Wake Forest University, School of Business in May 2020, where he earned a Bachelor of Science in Finance. While at Wake Forest University, Andrew obtained industry experience as an intern at Merrill Lynch Wealth Management and FS Investments.
Andrew maintains a passion for philanthropic endeavors. Most notably, Andrew has held philanthropic leadership positions as an Executive Committee member of Hydrating Humanity, a prominent non-profit humanitarian organization, as well as the Philanthropy Chairman of the Sigma Chi Delta Nu Chapter. Andrew is originally from the suburbs of Philadelphia and enjoys playing tennis and traveling with family and friends.
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Chelsea Brogan today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
