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Felicia Posil

Professional designations
CFP
Firm or Broker/Dealer name
Morgan Stanley
States licensed in
New York
,
New York
Areas of expertise
Languages spoken
English
Areas of Expertise
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Philanthropy/Charitable Giving
Time Zone

Losing a spouse is an emotionally overwhelming experience, and the financial decisions that follow can feel just as daunting. As a CERTIFIED FINANCIAL PLANNER tm, I provide guidance with care, clarity, and a deep understanding of the unique challenges you face.

I offer pro bono support to widows who need assistance navigating this transition—whether it’s understanding assets, adjusting to a new financial reality, or planning for the future with confidence. My goal is to help you regain financial stability and peace of mind so you can focus on what truly matters.

Through personalized advice, compassionate listening, and practical strategies, I empower widows to take control of their financial journey at their own pace. If you’re looking for support during this difficult time, I’m here to help.