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Jacqueline W
Series 63, Series 66
Charlotte, NC
Felicity Financial LLC
Jacqueline Williams is a financial advisor at Felicity Financial LLC in Charlotte, NC, holding Series 63 and Series 66 credentials with three years of industry experience. Her previous roles include positions at The Vanguard Group and Huntington National Bank. Outside of advisory work, she is involved in tax preparation consulting and owns an independent publishing company. Felicity Financial LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, foundations, and corporations. The firm follows a holistic, goals-based approach emphasizing long-term strategies with tactical adjustments and offers discretionary portfolio management as well as educational offerings.
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