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 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:

  • Advice and Planning
  • Investment & Asset Management
  • Family Wealth and Culture Services
  • Private Banking
  • Fiduciary & Trust Services
  • Philanthropic Services
  • Business Owner Advisory Services