Patti Daly

First VP, Wealth & Fiduciary Advisor at BankPlus

Patti graduated from Mississippi State University and has amassed over 40 years of experience in the Wealth Management field. She is a graduate of both the Southern Trust School and the National Graduate Trust School at Northwestern University. Patti has also obtained the American Bankers Association’s Certified Trust and Financial Advisor (CTFA) designation.

Location

Madison, United States

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BankPlus

Founded in 1909, BankPlus is one of the Southeast’s premier regional banks serving consumers and businesses with the latest technology through a full suite of financial services, including retail banking, commercial banking, mortgage lending and wealth management.


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1,001-5,000

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