With over a decade of experience in managing multi-generation family wealth for her clients, Felicia specializes in administering Personal Trusts in an Agency, Trustee or Directed Trustee capacity, as well as providing Estate Administration, Conservator, and Custodial Services. In her role, she works closely alongside her clients' team of advisors, portfolio managers, estate planning attorneys, and accountants to help preserve, protect, and grow her clients' legacy.
Felicia is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Wealth Strategist® (CWS®) and holds the Certified Trust and Financial Advisor (CTFA) designation. After graduating from the Darla Moore School of Business at the University of South Carolina with a Master of Business Administration and a Bachelor of Science in Psychology from Presbyterian College, Felicia attended the Cannon Financial Institute's Trust School (Trust I, II & III) and received her Certificate in Financial Planning from Emory University.
Felicia is committed to her clients and the community she serves. She is President of the Rotary Club of the Historic Triangle, serves on the Gloucester-Mathews Care Clinic Board, and is an active member of the Virginia Peninsula Estate Planning Council and the Hampton Roads Estate Planning Council.
Prior to joining Chesapeake Wealth Management, Felicia worked as a Trust Officer in South Carolina where she served on the South Carolina Bankers Association Wealth Management Committee and was a member of the Greenville Estate Planning Council, Spartanburg Estate Planning Council, and Columbia Estate Planning Council. She is a former Executive Officer and board member of the Laurens County Habitat for Humanity Chapter and past board member of the Laurens County Community Foundation, Clinton-Newberry Tennis Association, and Laurens County Chorale.
CWM Team page