About our office

The Palm Beach team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with retirees, business owners and executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

headshot of JENNIFER Bellis


Private Wealth Advisor, 561-653-3360

headshot of Jonathan Clark

Jonathan Clark

Private Wealth Advisor, 561-653-3357

headshot of Donald Ford

Donald Ford

Private Wealth Advisor, 561-653-3344

headshot of Ygnacio Garcia-Saladrigas

Ygnacio Garcia-Saladrigas

Private Wealth Advisor, 954-233-8883

headshot of Steven LaRochelle

Steven LaRochelle

Private Wealth Advisor, 561-653-3343

headshot of Jeff Smith

Jeff Smith

Private Wealth Advisor, 561-653-3358

headshot of Raymond White

Raymond White

Private Wealth Advisor, 407-835-3824

Our leadership

Helping clients with their finances is about more than just the numbers — it’s about listening and building relationships. It’s about really understanding their stories, goals, concerns and dreams, and connecting on a very human level.
Basil Anastasopoulos, Market Leader, Florida

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Florida, we’ve provided $877,000 in U.S. Bank Foundation and corporate giving and 8,000 in volunteer hours.  Our team is actively involved in providing support through the Kravis Center for the Performing Arts, Dreyfoos School of the Arts, World Affairs Council of Palm Beach and others.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

How to maintain your lifestyle in retirement

Determining how to maintain your lifestyle in retirement can be one of the most difficult financial questions to answer. These tips from U.S. Bank can help you work toward the retirement life you want.

Preparing a business exit strategy: Key factors to consider

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.