
Anne Cross
Trust Operations Administrator

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About me
Executive Director, Banker at J.P. Morgan Private Bank
Education

Florida Trust School/University of Florida
1982 - 1984Trust Administration
Florida Southern College
1976 - 1980BS Business Administration FinanceActivities and Societies: Delta Sigma Pi Business Fraternity, Delta Zeta Sorority, Florida Southern Bell Choir
Experience

First National Bank in Palm Beach
Jun 1980 - Apr 1985Trust Operations Administrator
Wachovia Bank
Apr 1985 - Jul 2003VP/Business Banking
The Bankers Bank
Jul 2003 - Feb 2007First Vice President/Regional Lending
RockBridge Commercial Bank
Mar 2007 - Jan 2010SVP
Wells Fargo
Jan 2010 - Jan 2015VP/Senior Relationship Manager
Fifth Third Bank
Feb 2015 - May 2018VP/Senior Commercial Relationship Manager
Bank of America Merrill Lynch
May 2018 - Nov 2022VP/Senior Relationship Manager
Bank of America Private Bank
Oct 2022 - Aug 2024Senior Vice President, Private Client Advisor
J.P. Morgan Private Bank
Aug 2024 - nowExecutive Director, BankerJ.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less
Licenses & Certifications

Series 66 - Uniform Combined State Law
FINRA
Series 63 - Uniform Securities Agent State Law
FINRA
Series 7 - General Securities Registered Representative
FINRA
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