Felicia Waugh, CIC

Felicia Waugh, Founder, Executive Financial Advisor

Felicia Waugh is the Founder and Executive Financial Advisor of Visionary Financial Strategies and Visionary Consulting Pros, LLC. She has served in the financial services and insurance industry for nearly 30 years. She is a North Carolina native and graduate of Appalachian State University where she obtained her degree in Business Administration and 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 held Executive level positions with National and International Fortune 500 and 100 ranked companies. Her experience includes enterprise strategic planning, business development, recruitment, sales management and employee development and engagement. Felicia’s experience in employee relations and building successful teams kindled a desire to assist businesses, individuals, and families in creating a healthier financial future while protecting their assets.   

Felicia is a multi-state licensed independent agent and holds a Certified Insurance Counselor designation (CIC), as well as being a Certified Financial Planner™ Certificant. Her portfolio of clients includes federal government and state employees, educators, private sector, as well as business owners and entrepreneurs.

Felicia’s outside interests include music, theater, sports, traveling and spending time with family and friends. She currently resides in Durham, NC where she enjoys discovering new restaurants and exploring all the Triangle area has to offer.

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

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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

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