business meeting

2023 Mid-Sized Business Owner Report

Our inaugural Mid-Sized Business Owner Report captures viewpoints on the economy, financing in their businesses, labor, digitization, and more.

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Kelly sees her role as a way to help companies thrive, no matter how simple or complex their goals.  She takes a holistic view finding out what business owners need and setting them up to weather any kind of environment.  Kelly's passion for helping companies in becoming more efficient is also reflected in her role as Digital Champion for her team.  She was also a member of the 2022 Palm Beach County Key Leadership Council within Bank of America, engaged with our local market leadership team.  

Bringing over 25 years of experience, Kelly relocated to Jupiter, Florida from Atlanta, Georgia in 2004 and has been a Commercial Banker in the Palm Beach County market for over 20 years.   Throughout her banking career, Kelly has served mid-sized companies within the local area to support their commercial banking needs.  

She is a member of Impact the Palm Beaches, a philanthropic organization uniting dynamic women to power positive change in our community.  She is also a member of CREW Palm Beach/Treasure Coast, a national non-profit organization focused on advancing women in commercial real estate.

Originally from Greensboro, North Carolina, Kelly graduated with a Bachelor of Science degree in Finance from the University of North Carolina at Greensboro.  She enjoys spending time with family and friends and traveling to new places.


    • General industries
    • Manufacturing
    • Not-for-profit
    • Professional Services

Meet the Team

With access to the global resources of Bank of America, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Tracey Prew

Assistant Vice President

Sales Support Associate

Julissa Baidal


Treasury Sales Officer

Alex Nall

Vice President

Lending Officer

Bank of America Business Banking

As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart.

Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology and experience to generate ideas and solutions that will propel your business further.

With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.

You can benefit from:

Local Relationship Managers who are your advocates and bring the Bank’s resources to you as a seamlessly integrated, dedicated team

Comprehensive commercial banking platform with full range of products and technology, backed by Bank of America’s strength and stability

Access to bank-wide services beyond business banking, to manage both your business and personal wealth

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America relationship manager who is committed to your needs. Request an appointment today.