Welcome to The Private Bank, Jacksonville

Realize a Better Path Forward. We combine experience and insights to enable our clients to see their financial future in new ways.

Realize a Better Path Forward

We combine experience and insights to enable our clients to see their financial future in new ways.

We invite you to schedule an appointment at 904-351-7548

We are located at 1 Independent Drive, 20th Floor

Parking: Wells Fargo Parking Garage entrance on Laura Street


Working with Us

Your success is our priority. We offer a team-based approach that starts with understanding your needs and developing a plan to help you meet your financial goals.

You benefit from:

  • Custom financial analysis, personalized advice, and comprehensive wealth planning
  • Relationship pricing and discounts
  • Assistance, where and when you need it, through The Private Bank Service Team
  • Our latest thinking: market commentary insights, webcasts, and special reports
  • Access to exclusive events


Our Capabilities

Our goal is to provide high-net-worth individuals and families with personalized wealth management solutions, including:

  • Wealth Planning
  • Investment Management
  • Family Dynamics
  • Deposit and Cash Management Services
  • Custom Credit Strategies and Solutions
  • Trust Services
  • Fiduciary Services
  • Endowment & Foundation Administration
  • Business Advisory Services

Our Commitment to the Community

The Private Bank is proud to be part of Wells Fargo in Florida, where it invested more than $12 million in schools and nonprofits, including $8.3 million to support community development and education in 20161, and received the 2016 Partners in Philanthropy Award from the Jacksonville Business Journal.



1 Source: Wells Fargo: Investing in Florida, October 2017.