Felicia Posil

Felicia is committed to working with clients to create a financial plan that grows with them throughout life’s milestones. Her process starts with getting to know her clients’ values and goals and understanding their attitude towards risk. Each plan is developed with customized strategies to achieve their financial goals in a tax-efficient manner while minimizing risk. Felicia is an advocate for sustainability and impact investing and enjoys working with clients to create an investment portfolio in line with their values.
Felicia is passionate about community involvement and financial empowerment through education. As a member of the New York Junior League, she helps underserved communities in the New York City.
Felicia started her career as a Financial Advisor with Merrill Lynch in Scottsdale, Arizona. Prior to entering the Financial Services industry, she lived in Munich, Germany while she earned her Master’s Degree from Macromedia University of Applied Sciences. She received her Bachelor’s degree from Arizona State University and Certificate in Financial Planning from New York University.
Felicia moved to the east coast in 2018, she is originally from Vancouver, Canada and lived in Scottsdale, Arizona for over 15 years. In her free time she enjoys cooking, traveling and maintaining an active lifestyle.