About

Donte began his career with LPL Financial in 2011. Where he has been supporting financial advisors with operational tasks, account transfers, contributions and distributions and AccountView support. He joins Valor Private Wealth in the summer of 2018 to narrow his focus to a select group of clients within the practice as the Client Accounts Administrator and Technology Concierge. Donte is a native of Charlotte, North Carolina. He graduated from Johnson C Smith University with a B.S. in Computer Science. He is a fan of the Charlotte Hornets and the NY Giants. In his spare time he enjoys playing golf and spending time with family and friends.

PROFESSIONAL BIO

Felicia Wilson is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.
Felicia has over 14 years of experience within the financial industry. Prior to joining LPL, she was a Financial Services Consultant at TIAA working with participants and their employer-sponsored retirement plans along with IRAs and annuities. She partnered with other departments for asset retention and referring potential clients to wealth management advisors. Previous roles included Internal Wholesaler at MetLife, as well as Vanguard and Wells Fargo with their retail and institutional departments. She worked with asset retention and consolidation to the firms, and worked closely with financial advisors and licensed financial specialists.
She holds the FINRA Series 6 and 63 securities registrations through LPL Financial, as well as Life and Health insurance licenses.

PERSONAL BIO

Felicia was born in New York and lived there for ten years before moving to Charlotte, North Carolina. She grew up playing soccer and eventually went on to play all four years of college at Western Carolina University. She enjoys travelling, music, and sports.