Angelica Avila

Angelica has more than 10 years of financial industry experience and is responsible for managing the team's operations. She is the first point of contact for existing clients and assists with new client onboarding and account maintenance. She also provides assistance with day-to-day management of our team's current book of business. She is able to prioritize client and advisor requests to ensure a smooth investment process from the initial client meeting to the latest account review appointment. Angelica earned a Bachelor's degree in International Business.