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

Bio page Contact Jennifer

Jonathan Clark

Private Wealth Advisor
561-653-3357

Bio page Contact Jonathan

Rob Ford

Private Wealth Advisor
561-653-3344

Bio page Contact Rob

Ygnacio Garcia-Saladrigas

Private Wealth Advisor
954-233-8883

Bio page Contact Ygnacio

Jeffrey Smith

Private Wealth Consultant
561-653-3358

Bio page Contact Jeffrey

Ray White

Private Wealth Advisor
407-232-5994

Bio page Contact Ray

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

Community involvement for Private Wealth Management Miami, FL office.

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.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

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

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

How to maintain your lifestyle in retirement

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

Read article

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.

Read article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.