Annette Daley Advisor Headshot image

Annette DaleyAnnette Daley
Vice President, Commercial Banking

About Annette

Annette Daley is a Vice President, in the Middle Market Banking & Specialized Industries group for the Broward & Miami market. Annette is responsible for managing and growing a portfolio of Commercial & Industrial clients within the public and private sector. She utilizes a consultative approach in providing strategic financial solutions to companies with revenues between $20 million and $500 million.

Annette has over 18 years of banking experience. Prior to joining the firm, she worked in a similar capacity for a bank competitor where she managed a large portfolio of clients with revenues greater than $20MM. Annette built her career within various roles and during this time successfully completed her credit management and financial accounting programs.

Annette was born and raised in the United Kingdom and completed her studies in London where she received her Degree in Art/Design. Annette is very active in her community and severed on the Board of Directors of Urban League of Broward County and Women in Distress.

Annette has been a South Florida resident for over 20 years and is a proud Mother of three.

Insights

Wealth Planning

What will you do if you suddenly become rich?

November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Wealth Planning

J.P. Morgan NextList 2026

November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
Wealth Planning

Changing your state of residence

November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.