Angelica V. Proctor, MBA

Financial Advisor Senior Associate
Vanguard
Little Elm, TX 75068

Angelica V. Proctor, MBA is a seasoned financial services professional and wealth management advisor currently serving as a Senior Associate at Vanguard in Plano, Texas. Her career in financial services began in 2008, just as the Great Financial Crisis unfolded. Entering the industry as a 21-year-old divorced mother with a toddler, Angelica quickly navigated a field that is 80% male and 80% white dominated, earning the nickname “the unicorn” as she outlasted many of her peers. With 16 years of experience, she has built a reputation for strategic portfolio management, tax-efficient investment planning, and client-focused wealth advisory, helping individuals and families achieve long-term financial stability and generational wealth.

Beyond her day-to-day role at Vanguard, Angelica is the co-founder of Exodus Unlimited LLC, where she serves as a Whole Wellness Advisor, integrating the principle that worth comes first, then wealth follows. She is a certified Inner Healing Coach through the Worthy Method, which focuses on biblical-based identity and inner healing, and she is completing her doctorate in Integrative Health Functional Medicine with certification in Functional Health Coaching. Angelica has developed an economic empowerment education series with Lynx Incorporated, now evolving into workshops that apply biblical kingdom stewardship principles to financial frameworks, leveraging her economics background from Southern Methodist University.

Angelica is also an accomplished author and mentor. In 2024, she co-authored Divine Detours to Destiny with her fiancé and is currently developing a follow-up book series for minority and non-traditional mothers, guiding them through the financial and personal challenges she has lived—whether as a young unwed student mother, a divorced single mother, or a working professional balancing multiple roles. Her mission is to provide a blueprint for the next generation, showing how to transform from “rich auntie to rich mommy” and intentionally build a legacy that transcends wealth, empowering women to lead, heal, and multiply their impact.

• Certified Inner Healing Coach through the Worthy Method
• Series 66
• Series 7

• Southern Methodist University - BS, Economics with Financial Applications
• Walden University - MBA

• The Lynx Incorporated

• Economic empowerment education series with the Lynx Incorporated for minority communities
• PTA board member
• Active in church and youth group

Q

What do you attribute your success to?

I've always had to balance multiple responsibilities and wear multiple hats, and for a long time I had to operate in my masculine energy as a minority mother. The turning point came when I went through the Worthy process as a client myself and learned how to transition from that masculine energy to the feminine energy that a mother should operate in for her to be whole herself and to raise whole children. I was looking for someone to write a blueprint and show me how to do what no one had done, and when I couldn't find it, I became that person for myself. Now I'm going back and guiding the next generation so that they can pay it forward for future generations. It's about cultivating whole children and empowering my community - faith, family, and finance are the three priorities of my life.

Q

What values are most important to you in your work and personal life?

Faith, family, and finance are the three core priorities of my life, and not just my own personal finances, but the economic empowerment of my community. I'm very intentional about cultivating whole children through mindset work, teaching them biblical principles combined with practical financial lessons. We do mindset journals, we're very active in our church and youth group, and I teach my kids about concepts like credit and grace - when God extends grace it's unearned, but when I extend credit to them for behavior, they owe me good behavior back, and if they don't pay it, they'll have bad credit with me. It's about raising children who understand that their word is their bond and building a legacy for the next generation.

Locations

Vanguard

Little Elm, TX 75068

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