Angelica Betancourt is an operations and transaction management professional with more than 10 years of experience in the real estate, property management, and wealth management industries. She began her career managing high-volume operations at a leading Miami real estate brokerage, where she developed expertise in workflow optimization, regulatory compliance, and process improvement.
She later supported top-producing real estate professionals by overseeing complex transactions from contract to closing, ensuring accuracy, efficiency, and an exceptional client experience. Building on this foundation, Angelica transitioned into the wealth management industry, where she applies the same attention to detail, organizational expertise, and commitment to operational excellence to support advisors and the clients they serve.
Today, Angelica manages a wide range of operational, administrative, and compliance responsibilities that help keep the firm running efficiently. Her dedication to accuracy, integrity, and continuous improvement allows advisors to focus on delivering personalized financial guidance while maintaining a seamless client experience.
A South Florida native, Angelica grew up in Miami and has spent the past seven years building both her professional network and community ties in Broward County. Outside of the office, she enjoys planning events, hosting dinner parties, exploring the outdoors, and traveling with her family throughout the United States and abroad.