Felix offers clients nearly 25 years of experience as a wealth advisor, focusing on comprehensive strategies to better align goals and potentially achieve better results. He serves on the Fuller & Company investment committee, his unique investment style focuses on a diversified tax-advantaged portfolio with covered calls and dividend stocks.
Felix graduated summa cum laude from Georgia State University with a Bachelor of Science degree. He holds FINRA Series 7, 24, 63, and 65 licenses. Prior to his career in financial services, Felix served in the United States Marine Corps for over a decade.