Felicia McGee
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s Fulton, Maryland office, Felicia supports clients and their advisors with account openings, transfers, distributions, retirement rollovers, and complex account servicing needs. With 20 years of financial services experience, she is often the person clients rely on when a request involves more than routine administration, whether coordinating a complex transfer, settling an estate, managing a retirement distribution, or navigating trust and beneficiary account matters. Felicia began her financial services career with Wells Fargo Advisors in 2006 and has also held client service roles with UBS Financial Services and Ameriprise Financial Services. Over the course of her career, she has developed deep experience managing transactions where accuracy, timing, and discretion are especially important. Felicia earned a Bachelor of Science in Computer Information Systems from DeVry Institute of Technology. She is known by clients and colleagues for taking ownership of complex requests and bringing precision, urgency, and care to seeing them through to completion.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
