UBS<\/a> has said that private
\n wealth advisors Jesse Flatt, Lea Ann Drew, Brandon Burns and
\n Carlos Rodriguez will be joining the firm in Tampa, Florida, from
\n Bank of America Private Bank. The team serves ultra-high net
\n worth families and business owners.
\n<\/p>\n
\n Once their notice periods conclude, the four will join UBS’s
\n Greater Florida\/Gulf Coast market, part of the firm’s Southeast
\n region, reporting to Tampa Bay senior market director Jack Heiss.
\n<\/p>\n
\n The market is led by outgoing market executive Lane Strumlauf and
\n market executive Tyler Hutchens.
\n<\/p>\n
\n The advisors will cover investment management, tax strategies,
\n estate planning and asset allocation for ultra-high net worth
\n clients.
\n<\/p>\n
\n Flatt was previously a senior portfolio manager to UHNW clients
\n at Bank of America Private Bank. Earlier, he worked as a
\n portfolio manager at RBC Rochdale, where he managed billions of
\n dollars across equities, fixed income and alternative
\n investments. He has also worked at Invesco, BlackRock, Morgan
\n Stanley and Merrill Lynch.
\n<\/p>\n
\n Drew brings four decades of trust and private wealth management
\n experience. She spent nearly 15 years at Bank of America Private
\n Bank as a senior trust officer, with earlier roles at Wells Fargo
\n Private Bank and SunTrust. She began her career at Barnett Bank
\n in St Petersburg in 1988.
\n<\/p>\n
\n Burns joined Bank of America Private Bank in 2022, most recently
\n as market investment executive and senior portfolio manager for
\n Central and North Florida, a role that included serving as the
\n market’s CIO, trading and wealth management executive. He was
\n previously a portfolio manager at RBC Rochdale.
\n<\/p>\n
\n Rodriguez spent 12 years at Bank of America Private Bank as a
\n wealth strategies advisor and 14 years before that at SunTrust
\n Bank, covering trust services and estate and tax planning. He
\n practiced law for nearly six years, specializing in estate, tax
\n and trust planning, before moving into financial services.
<\/p>\n","protected":false},"excerpt":{"rendered":"A group of advisors have joined UBS”s Greater Florida\/Gulf Coast Market with a team overseeing about $1.3 billion…\n","protected":false},"author":2,"featured_media":108938,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[17592,17593,17594,17595,17596,17597,17598,17599,17600,17601,17602,17629,17631,17630,17632,17603,17604,17605,17606,8073,17607,2510,17608,17609,17610,17611,17612,17613,17614,17615,17616,17617,17618,17619,223,17620,17621,17622,17623,245,17624,17625,17626,17627,17628],"class_list":["post-108937","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-family-office","tag-family-office-news","tag-family-risk","tag-family-risk-news","tag-family-wealth","tag-family-wealth-news","tag-family-wealth-report","tag-high-net-worth","tag-high-net-worth-news","tag-hnw","tag-hnw-news","tag-ifa","tag-ifa-news","tag-independent-financial-advisor","tag-independent-financial-advisor-news","tag-mfo","tag-mfo-news","tag-multi-family-office","tag-multi-family-office-news","tag-private-bank","tag-private-bank-news","tag-private-banking","tag-private-banking-news","tag-private-wealth","tag-private-wealth-news","tag-private-wealth-reporting","tag-registered-investment-advisor","tag-registered-investment-advisor-news","tag-ria","tag-ria-news","tag-sfo","tag-sfo-news","tag-single-family-office","tag-single-family-office-news","tag-ubs","tag-uhnw","tag-uhnw-news","tag-ultra-net-worth","tag-ultra-net-worth-news","tag-wealth-management","tag-wealth-management-news","tag-wealth-manager","tag-wealth-manager-news","tag-wealth-planning","tag-wealth-planning-news"],"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/108937","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=108937"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/108937\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/108938"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=108937"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=108937"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=108937"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"UBS](\"https:\/\/www.europesays.com\/ch\/wp-content\/uploads\/2026\/07\/1785242071_486_Tampa.jpg\"\/)
<\/p>\n