UBS has recruited a four-person Tampa private wealth team from Bank of America Private Bank that oversees approximately $1.3 billion in client assets.
Jesse Flatt, Lea Ann Drew, Brandon Burns and Carlos Rodriguez will join UBS after completing their notice period, the firm said Monday. The group will work in UBS’ Greater Florida/Gulf Coast Market and report to Tampa Bay Senior Market Director Jack Heiss.
Together, the advisors bring more than 100 years of experience serving ultra-high-net-worth families and business owners, advising on investment management, tax strategies, estate planning and asset allocation…