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Jeff Smith

Private Wealth Advisor - U.S. Bank

Professional designations, credentials and licenses
NMLS 639166
headshot of Jeffrey Smith
Clients I specialize in: Business owners, Executives, Wealth creators

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1990. I help clients succeed by coordinating the efforts of a local team of highly credentialed financial specialists. The team and I work together with your family and your external advisors to develop a customized and comprehensive financial strategy.

I live in West Palm Beach, and serve clients in southeast Florida, Palm Beach and Miami. I enjoy spending time with my wife, Liza, and our two boys, Holden and Sawyer. I also like running, playing golf, and traveling.

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Services I specialize in

When you give, you want to ensure your efforts are meaningful. A charitable gifting strategy can help maximize your impact on the people and causes you care about, and address potential tax implications.

We help with a wide range of tasks involved in the oversite and management of our clients’ portfolios.

Along with your legal and tax advisors we’ll help you consider the right type of trust for your needs, the optimal location for it and other elements of a forward-looking strategy to provide for your loved ones.

Just 1% of funds make it through our rigorous review process, helping ensure that in a crowded investment marketplace, only what we believe are the best options get considered for your portfolio.

Contact
561-653-3358
Primary office
324 Royal Palm Way
Palm Beach, FL, 33480
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Skills
Bachelor of Science in political science from Guilford College

About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment 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.

Cash management and investing strategies when interest rates are elevated

A fresh look at managing cash and investments in today’s higher interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.

Disclosures