Daisy Perez serves as Vice President of Insurance at J. Allen Stewart & Associates, leading the firm’s insurance operations with warmth, efficiency, and steady follow-through.
With nearly a decade of experience in client-focused sales and three years in the insurance industry, Daisy specializes in guiding clients through the insurance process with clarity and care. She oversees insurance strategy and processing while supporting the broader client experience across the firm. Currently pursuing her investment licensure, Daisy continues to expand her expertise to better serve clients’ evolving needs.
Known for her responsiveness and attention to detail, Daisy brings both speed and thoughtfulness to every interaction. Clients appreciate her ability to move complex processes forward while ensuring they feel supported along the way.
Outside of work, Daisy enjoys social dancing, trivia nights, and spending time outdoors walking her pup. She approaches life with enthusiasm and loyalty — the same dedication she brings to her clients and team.
VP of Insurance
