Felica Renee Kaleta
Vice President
Wealth Private Banking Advisor
Truist Bank
Vice President
Wealth Private Banking Advisor
Truist Bank
5350 Town Center Road
Suite 200,
Boca Raton, FL 33486
About me
Background
Felica Kaleta is a Wealth Private Banking Advisor serving clients throughout South Florida, including Palm Beach and Boca Raton, where she has lived and worked for more than a decade. Since beginning her financial services career in 2016, she has been committed to helping individuals and families make informed financial decisions and build well-being in their financial future.
Felica specializes in working with new investors, families planning for education expenses, and individuals preparing for retirement. She believes that every client deserves personalized guidance and a strategy tailored to their unique goals, circumstances, and aspirations. Her approach is rooted in building long-term relationships and helping clients simplify complex financial decisions.
Clients can expect a collaborative, responsive, and relationship-driven experience. Felica takes the time to understand each client's complete financial picture and works to provide thoughtful solutions that support both their immediate needs and long-term objectives. She is passionate about helping clients feel informed and empowered throughout their financial journey.
As a Wealth Private Banking Advisor, Felica works closely with Financial Advisors and other specialists to provide a comprehensive approach to wealth management. Together, they help clients address a broad spectrum of financial needs, including banking, lending, investment management, and wealth planning. Through this team-based approach, clients benefit from coordinated advice and personalized strategies designed to help them address their goals.
Felica is proud to serve the South Florida community and is dedicated to delivering exceptional service and personalized attention to every client relationship.
Outside of work, she enjoys spending quality time with her two young children and creating lasting family memories. She is also an avid sports fan who enjoys watching and attending a variety of sporting events throughout the year.
Registered Representative, Truist Investment Services, Inc.
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Education
Sport Management, BSEd
University of Georgia
2013
Personal Interests
Outside of work, I enjoy spending quality time with my two young children and creating meaningful family memories. Whether we're exploring new activities together, enjoying the South Florida sunshine, or cheering on our favorite teams, family time is at the center of my life.
I'm also a passionate sports fan and enjoy both watching and attending a variety of sporting events throughout the year. I appreciate the excitement, teamwork, and sense of community that sports bring, and I enjoy sharing those experiences with family and friends.
Giving back is important to me, and I enjoy volunteering in the local community whenever I have the opportunity. Supporting causes and events that make a positive impact allows me to connect with others and contribute to the community I am proud to call home.
When I have time to unwind, you'll often find me working in my garden. Gardening provides a welcome balance to my professional life and allows me to enjoy the outdoors while creating a beautiful and relaxing space for my family. Whether spending time with loved ones, supporting my community, attending a sporting event, or tending to my garden, I value the relationships and experiences that enrich both my personal and professional life
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
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