I, Angelica Prescod, AAMS™, focus on high net-worth individuals, families and businesses, athletes and sports and entertainment professionals nationally. I take a view of all areas that affect your wealth, including asset accumulation, protection, preservation, distribution and succession, in order to create a sense of financial security. I have helped hundreds of clients plan for, and work towards, their personal financial goals.

I listen to my clients' priorities, lifestyles, tolerance for risk and tax issues. I build relationships with every client to achieve a customized wealth strategy that meets their needs. I provide a high level of service and industry knowledge that meets and often exceeds their expectations. I view the responsibility of handling clients' money as seriously as my own as I devise and continuously refine strategies to help meet clients' goals as their life situation changes.

My consultative approach and depth of experience allows me to deliver personalized financial solutions to help my clients pursue their financial goals. There's even laughter during the meetings because open communication is key to delivering potential solutions that seek to synthesize a client's investment goals, their values and generational considerations.

My keen intuition, empathy and ability to listen influences my interactions with my clients. Having suffered the loss of my mother and father at a young age, I'm especially attuned to how quickly life can change and the financial roads that lie ahead.

One of my gifts is giving clients a financial strategy that helps reduce anxiety about finances. There are so many stresses in life, and money is the last thing people want to be worried about.

My achievements have been recognized within my community, Arizona and nationally. Deeply committed to financial literacy as a path to improving economic opportunity, I've been featured on magazines, podcasts, TV and other speaking events. I host educational, business networking, cultural, charitable and women's events. I volunteer on several university boards, high schools and refugee clinics across the country. I will continue to perform at my best knowing that my impact in the world is meant to be positive and last for many lifetimes.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Sailing
  • Wine Collecting/Enthusiast
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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