Felicia is a Senior Client Service Associate in the firm’s Fulton, MD office, supporting the local advisor team by helping to manage client relationships, processing client requests, and serving as a main point of contact.
She brings over 16 years of experience in various client service roles, most recently serving as a client service associate at UBS Financial Services.
Residing in Randallstown, MD with her daughter, Felicia enjoys reading in her spare time.
Previous Experience
- Client Service Associate at UBS Financial Services Inc.
- Client Services Associate at Ameriprise Financial Services
- Business Systems Administrator / Senior Client Service Associate at Wells Fargo Advisors
Education & Credentials
- BS, DeVry University, Computer Information Systems
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
