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 Trust and Financial Advisor (CTFA), and holds the Certified Wealth Strategist® (CWS®) 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 a member 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, she worked as a Trust Officer in South Carolina.
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