Chelcey Gray is a Registered Client Service Associate for Whittaker Cooper Financial Group. Chelcey is responsible for directly assisting the firm's Financial Advisors in any and all activities relating to client service. Goal-driven, she holds both Series 7 and Series 66 licenses and is able to place trades for clients. Chelcey is also responsible for appointment preparation, investment and retirement assistance and account maintenance. Originally from the Peach State of Georgia, Ms. Gray graduated from Macon State College and holds a Bachelor of Science degree in Business Information and Technology. She and husband Nathan are proud parents to their son, Xavi, but the family also includes two little girls, Penelope and Pandora, who happen to be shih tzus. Chelcey is a resident of Indialantic and enjoys volunteering with youth soccer, going to the beach and visiting Central Florida theme parks.
Connie assists our advisors with completing account-related transactions on the behalf of our clients, and works with our financial advisors to help ensure that their portfolios are up to date. She treats clients with the highest respect and is dedicated to providing the best possible experience, promptly addressing any questions, requests or concerns they may have.
Before joining our team in October 2017, Connie worked at Citizens Bank and its wealth management division for 28 years in several capacities, including financial/operations risk analysis, retail senior trust operational specialist and senior trust operational specialist. She earned an associate’s degree in business and finance from the New England College of Business in Boston. Originally from Warwick, Rhode Island, Connie lives in Viera, Florida, with her husband, Jeffrey. They have a daughter Sarah. In her free time, Connie enjoys traveling and boating.
Her reliability and willingness to help resolve any issues make Darcy a valuable member of our team. In addition to assisting our clients and branch manager, she helps with compliance control and the scheduling and preparation of meetings.
Before joining our team in 2012, Darcy worked as an administrative assistant at Eppy Financial Group in Fort Lauderdale, and attended the Hilda Tucker Insurance School. Originally from Massachusetts, Darcy lives in Satellite Beach with her son, Austin.
Laural oversees our daily operations and all account transactions, and works in conjunction with our financial advisors in delivering the best possible client experience. She joined our team in 1986 and uses her extensive knowledge and skills to help ensure the smooth and efficient operation of our workflow and processes.
Laural holds a Series 7 securities license and a Florida insurance license. She earned an associate’s degree from Eastern Florida State College and is currently pursuing her bachelor’s degree in finance from the University of Central Florida. Originally from Ohio, Laural lives in Melbourne and has two sons, Joseph and Matthew.
Nesha joined our team in 2009 and takes pride in assisting co-workers in developing timely, accurate and meaningful answers. When not helping co-workers, Nesha enjoys serving as a volunteer with several community organizations, including Little Angels Day Care Center, the Franklin T. DeGroodt Public Library, Pro-Health & Fitness Center, Health First Day Care Center and The Fountains Nursing Home. Originally from Jamaica, she lives in Palm Bay and enjoys drawing and dancing in her free time.