Private Wealth Management
Palm Beach

324 Royal Palm Way, Suite 101
Palm Beach, FL 33480

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 achieve 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

Jeffrey Smith

Private Wealth Consultant

561-653-3358

Contact Jeffrey

Our Leadership

“This work allows me to stretch myself and be curious as we collaborate to help clients solve problems.”

– Sandra Fleming, 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 $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.