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 The 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 & Asset Management
- Family Dynamics
- Private Banking
- Fiduciary & Trust Services
- Philanthropic Services
- 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 more than $11 million in donations to Florida nonprofits, schools, and community organizations in 2020, as well as nearly $1.4 million from its Open for Business Fund.1
1 Source: Wells Fargo: 2021 Community Highlights, Florida.
