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 for Private Bank clients only
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 Community Contributions from the Wells Fargo Foundation totaled over $19 million in 2019, through 1,200 grants, with focus areas of Education, Community Development, Civic, Environmental, Human Services, and Arts and Culture. In addition, Florida team members gave over $1.8 million in Community Support Campaign contributions, including matching gifts.1
1 Source: Wells Fargo: 2018 Community Highlights, Florida.
