About
Felicia
Felicia assists with multiple aspects of client service. This includes onboarding new clients, preparing and scheduling client portfolio reviews, and handling client correspondence.
Felicia has worked in the financial services industry for nearly 10 years. In that time, she has supported her clients through discussions of day-to-day finances and big life changes. One of her favorite things is being the person that clients can turn to for help, support, and assistance. Felicia joined Focus Partners Wealth in 2026. Prior to that, she was with a Pittsburgh-based bank, where she kept reports and documentation and supported compliance in keeping regulations in line.
Felicia is an Arizona native. She moved to Pennsylvania with her family a few years ago and loves the seasons. She enjoys spending time with her family, visiting the local areas, and going to all the festivals she can.
Felicia assists with multiple aspects of client service. This includes onboarding new clients, preparing and scheduling client portfolio reviews, and handling client correspondence.
Felicia has worked in the financial services industry for nearly 10 years. In that time, she has supported her clients through discussions of day-to-day finances and big life changes. One of her favorite things is being the person that clients can turn to for help, support, and assistance. Felicia joined Focus Partners Wealth in 2026. Prior to that, she was with a Pittsburgh-based bank, where she kept reports and documentation and supported compliance in keeping regulations in line.
Felicia is an Arizona native. She moved to Pennsylvania with her family a few years ago and loves the seasons. She enjoys spending time with her family, visiting the local areas, and going to all the festivals she can.