Chelsey Bennett
CLIENT CONCIERGE
Life isn’t about waiting for the storm to pass. It’s about learning to dance in the rain.
- Vivian Greene
Born and raised in Philadelphia, Pennsylvania, Chelsey brings a diverse background of client relationship management to the Sound Partners family.
Chelsey is passionate about the role of client concierge and their ability to deliver clients consistent, accessible, and empathetic human resources which address their current needs. By building rapport, trust, and loyalty with clients, Chelsey serves as a critical differentiator when compared with technology-centric competitors that lack the human touch and personalization. She believes that the core of the financial services industry are the clients; the business wouldn’t exist without them. Good service to clients means they continue to utilize Sound Partners, and hopefully even share with a friend, family member, etc. Good customer service cultivates a symbiotic relationship between Sound Partners and it’s clients – help each other so that so each can succeed in the end.
Outside of work, Chelsey enjoys going to the gym, particularly weight lighting, playing on a co-ed recreational softball team, attending the occasional local wine tasting, and traveling whenever wherever possible.
*Chelsey Bennett provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.
You deserve the peace of mind that Sound Partners provides.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5453094.1 (3/23) (Exp. 3/27)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.