Josie Felix
Client Service SpecialistJosie Felix joined the Wealth Investment Group as a Client Service Specialist, bringing over 15 years of experience in customer service. With a focus on excellence and a genuine passion for helping others, Josie is committed to delivering top-tier service and ensuring each client feels valued and supported.
She is known for her warm communication style, problem-solving mindset, and ability to build lasting relationships. Her goal is to help clients feel confident and cared for at every stage of their financial journey.
Josie graduated in 2005 from Florida International University with a Bachelor's degree in Criminal Justice and a minor in Psychology.
Outside of work, Josie enjoys playing chess and has a passion for ballroom dancing. She values the discipline, grace, and precision it demands; qualities that mirror her professional approach to client service and communication.
