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.
