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:

  • 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.