Felicia Stovall, Wealth Advisor and Trust Officer, Senior Vice President, Chesapeake Wealth Management
Chesapeake Wealth Management (CWM) brings you 45 years of experience with a team of in-house professionals with the highest accreditations in the industry. Having portfolio managers, investment and trust officers all on staff means that CWM does not have to outsource their services like other firms do. Chesapeake Wealth Management can meet with you directly to customize and manage your portfolio and estate plan.
Best of all, this premium level of hands on wealth management and trust services is available right here locally.
An Advisor Dedicated to the Middle Peninsula:
Felicia Stovall, Wealth Advisor and Trust Officer, Senior Vice President with the Chesapeake Wealth Management team, brings over a decade of experience to the Middle Peninsula managing multi-generational family wealth and administering complex trust, estate and agency relationships.
Her expertise guides individuals, families, and business owners in all phases of their financial lives. As part of her comprehensive approach to wealth management, she seeks to gain a holistic view of each client’s unique situation and goals. Felicia collaborates closely with estate planning attorneys and accountants to develop and implement innovative tax-efficient strategies, to help her clients grow, preserve and protect their wealth and plan for their legacy.
Felicia is committed to her clients and the community she serves. She is a member of the Rotary Club of the Historic Triangle and serves on the Gloucester-Mathews Care Clinic Board. She is an active member of the Virginia Peninsula Estate Planning Council and the Hampton Roads Estate Planning Council.
Specialties include:
- Customized Wealth Management
- Professional Asset Management
- Retirement Planning
- Personal Trust Administration
- Directed Trustee
- Administrative Trustee
- Estate Administration
Meet Felicia at one of many locations:
CWM is a subsidiary of Chesapeake Financial Shares, which means you can meet Felicia at any Chesapeake Bank location in the Middle Peninsula, Williamsburg, Northern Neck, and Richmond. This gives you more places to connect with your advisor, while handling other financial business.
Ready to begin?
Contact Chesapeake Wealth Management today to schedule your free consultation 757-253-9088 or visit chesapeakewealth.com
*Chesapeake Wealth Management is a subsidiary of Chesapeake Financial Shares. Not insured by FDIC or any federal government agency. May lose value. Not a deposit of, or guaranteed by Chesapeake Bank or any bank affiliate. May go down in value.
