A group of advisors have joined UBS”s Greater Florida/Gulf Coast Market with a team overseeing about $1.3 billion in client assets.
UBS has said that private
wealth advisors Jesse Flatt, Lea Ann Drew, Brandon Burns and
Carlos Rodriguez will be joining the firm in Tampa, Florida, from
Bank of America Private Bank. The team serves ultra-high net
worth families and business owners.
Once their notice periods conclude, the four will join UBS’s
Greater Florida/Gulf Coast market, part of the firm’s Southeast
region, reporting to Tampa Bay senior market director Jack Heiss.
The market is led by outgoing market executive Lane Strumlauf and
market executive Tyler Hutchens.
The advisors will cover investment management, tax strategies,
estate planning and asset allocation for ultra-high net worth
clients.
Flatt was previously a senior portfolio manager to UHNW clients
at Bank of America Private Bank. Earlier, he worked as a
portfolio manager at RBC Rochdale, where he managed billions of
dollars across equities, fixed income and alternative
investments. He has also worked at Invesco, BlackRock, Morgan
Stanley and Merrill Lynch.
Drew brings four decades of trust and private wealth management
experience. She spent nearly 15 years at Bank of America Private
Bank as a senior trust officer, with earlier roles at Wells Fargo
Private Bank and SunTrust. She began her career at Barnett Bank
in St Petersburg in 1988.
Burns joined Bank of America Private Bank in 2022, most recently
as market investment executive and senior portfolio manager for
Central and North Florida, a role that included serving as the
market’s CIO, trading and wealth management executive. He was
previously a portfolio manager at RBC Rochdale.
Rodriguez spent 12 years at Bank of America Private Bank as a
wealth strategies advisor and 14 years before that at SunTrust
Bank, covering trust services and estate and tax planning. He
practiced law for nearly six years, specializing in estate, tax
and trust planning, before moving into financial services.