Felicia Waugh, CIC

Felicia Waugh, Founder, Executive Financial Advisor

Felicia Waugh is the Founder and Executive Financial Advisor of Visionary Financial Strategies. She has served in the financial services and insurance industry for over 27 years. She is a North Carolina native and 1993 graduate of Appalachian State University where she obtained her degree in Business Management.

Felicia has a passion for empowering others to be their best selves. She believes that, as an individual gains knowledge, they can also gain confidence to create their vision for a strong financial future.

Throughout her career, she has managed territories and regions with various top-tier companies focusing on customer development, sales management, and employee engagement. Felicia’s experience in employee relations and building successful teams kindled a desire to assist individuals and families in creating a healthier financial future while protecting their assets.   

Felicia is a licensed independent agent in multiple states and holds the designation of  Certified Insurance Counselor. Her current portfolio of clients includes federal and state government employees, executive and management level private sector, as well as entrepreneurs and business owners.

Felicia’s outside interests include traveling and cooking with friends.  She currently resides in Durham, NC with her daughter Amani, who has been her greatest blessing in life.

Our Partners

Being an Independent Financial Services Advisor means I have many options for you the client. I work with a team of marketing professionals and together we keep the customer’s needs and desires as a priority when seeking the best solution. We only work with the top financial companies in the industry. Our company partners have a long history of above-average financial strength and stability, giving you the peace of mind you deserve. Our companies offer stability for you the client, even when the market does not.

“Felicia’s intimate approach and care for clients is second to none.  She has a core belief in educating her clients.  By doing so, she helps them build the foundation necessary to make objective and appropriate financial decisions that are unbiased and based on their needs.  By surrounding herself with the right relationships she has the ability to deal with clients from all socioeconomic backgrounds and ages.  It has been a pleasure to be a part of Felicia’s practice and I look forward to continuing helping her serve her clients as diligently as possible.”  -Max Danovitz, FMO Partner

Visionary Financial Strategies continues to grow every day thanks to the confidence our clients have in us. We work with clients across many industries, and while we know you have options, we thank you for selecting us as your financial services advisior.

Our mission

Our customized consulting programs will allow you to:

  • Maximize your income for retirement
  • Diversify, taking advantage of free income and tax-free growth options
  • Leave a legacy to your family for generations to come
  • Improve awareness for estate preservation and asset protection
  • Maximize your business’ revenue and protect your corporate structure
  • Increase financial knowledge and assist your family and friends
  • Attain peace of mind, continued health and happiness

Earnings Disclaimer

Guarantees are backed by the financial strength and claims-paying ability of the issuing company.

how can we help you?

Contact us at Visionary Financial Strategies for your complimentary consultation by submitting an inquiry online.

I am absolutely delighted with the services received from Visionary Financial Strategies. I find it very refreshing to work with a financial advisor who not only cares about their client’s needs, but also takes time to listen to your concerns and helps you plan for the future and retirement. Felicia explains everything in ways that you understand, ensuring that you never feel
uncomfortable when asking questions. I feel like I can rest more now knowing that my outlook for the future is promising. I have complete trust in Felicia as my advisor and would definitely recommend her services to family and friends.

April Jones
Durham, NC

Felicia has more than just drive. She is very competent when it comes to understanding all the ways in which she can help you protect the money you have made over the years so you don’t lose it to market volitility.

Josh Hines
CEO, Marketplace Foundations

Looking for a First-Class Financial Services Advisor?