Felicia Carucci

As an Investment Advisor Representative, Felicia acts as a resource, guiding her clients in making the right financial decisions for their future. Working collaboratively, she guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. She helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

Working with business owners, executives and their employees, Felicia also provides benefits consulting, succession strategies, risk management services, financial literacy programs and other solutions.

Qualifications

• Over 25 years in the Financial Services industry
• Licensed to sell Life, Accident, and Health Insurance* and holds the CT Partnership for Long Term Care certification
• Holds the Series 7, 63, and 65 Securities Registrations
• Earned her Bachelor of Science degree from Post University

Personal

• Currently resides in West Hartford, Connecticut
• Actively involved and volunteers in Dress for Success
• In her spare time she enjoys skiing and sailing

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck