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


Contact Jennifer

Jonathan Clark

Private Wealth Advisor


Contact Jonathan

Rob Ford

Private Wealth Advisor


Contact Rob

Ygnacio Garcia-Saladrigas

Private Wealth Advisor


Contact Ygnacio

Jeffrey Smith

Private Wealth Consultant


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Ray White

Private Wealth Advisor


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.



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.

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Preparing your business exit strategy: Key factors to consider

Selling your business can require a significant commitment of time and effort on your part. A business exit strategy can help guide the process on your terms.

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