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 corporate 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

Jennifer Bellis

Private Wealth Advisor

561-653-3360

Contact Jennifer

Rob Ford

Private Wealth Advisor

561-653-3344

Contact Rob

Ygnacio Garcia-Saladrigas

Private Wealth Advisor

954-233-8883

Contact Ygnacio

Jeffrey Smith

Private Wealth Consultant

561-653-3358

Contact Jeffrey

Wes Wankelman

Private Wealth Advisor

407-835-3809

Contact Wes

Ray White

Private Wealth Advisor

407-232-5994

Contact Ray

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Florida, we’ve provided $465,000 in U.S. Bank Foundation and corporate giving and 9,000 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.

Community involvement

Our services

 

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

How to maintain your lifestyle in retirement

Seven financial strategies that can help you work toward the retirement you want.

Read article

Succession planning tips for business owners

Understand your options and what questions to ask as you transition your business to a new owner.

Read article