Tampa-Based Wealth Management Team with $1.3 Billion in Assets Joins UBS from Bank of America Private Bank
A four-advisor wealth management team based in Tampa, Florida and managing approximately $1.3 billion in client assets has joined UBS from the Bank of America Private Bank. The advisors—Jesse Flatt, Lea Ann Drew, Brandon Burns, and Carlos Rodriguez—are expected to operate under UBS's Greater Florida/Gulf Coast Market division led by Jack Heiss. The team brings extensive experience serving ultra-high-net-worth clients and business leaders in the Tampa area. Combined, they have over 100 years of industry expertise across major financial institutions such as Invesco, BlackRock, RBC Rochdale, SunTrust, and Wells Fargo Private Bank. Their services will include investment management, tax planning, estate strategies, and asset allocation. This move aligns with UBS's broader strategy to strengthen its presence in the Southeastern United States. The bank has also been exploring growth options such as acquisitions for its American business.
Topics: Bank of America Private Bank Financial Advisors UBS Wealth Management