Danielle Wallace
West Palm Beach 525 Okeechobee Blvd. Suite 1630 West Palm Beach, FL 33401
Phone number:
561-461-5150
Fax number:
844-238-1950
This professional also serves clients in Tampa
Danielle D. Wallace
Vice President
Danielle Wallace is a senior client service manager representing CIBC Private Wealth in Florida, with more than 20 years of industry experience. In this role, she works to meet the needs of the firm’s high net worth clients. She works closely with relationship managers to service and maintain client relationships and oversee administrative office tasks.
Prior to joining the firm, Danielle was employed with GenSpring Family Offices.
She earned a Bachelor of Science with a concentration in administrative services from Valdosta State University and is a graduate of the American Bankers Association Trust School. Previously, Danielle was a member of the East Coast Estate Planning Council.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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