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.<\/p>\n
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\u2019 Greater Florida\/Gulf Coast Market and report to Tampa Bay Senior Market Director Jack Heiss.<\/p>\n
Together, the advisors bring more than 100 years of experience serving ultra-high-net-worth families and business<\/a> owners, advising on investment management, tax strategies, estate planning and asset allocation.<\/p>\n Flatt most recently served as a senior portfolio manager at Bank of America Private Bank. Earlier, he was a portfolio manager at RBC Rochdale and held senior investment and advisory roles at Invesco, BlackRock, Morgan Stanley and Merrill Lynch.<\/p>\n Drew spent nearly 15 years with Bank of America Private Bank as a senior trust officer, following similar roles at Wells Fargo Private Bank and SunTrust. She began her career at Barnett Bank in St. Petersburg<\/a> in 1988.<\/p>\n Burns joined Bank of America Private Bank in 2022 and most recently served as market investment executive and senior portfolio manager for Central and North Florida. Rodriguez spent 12 years at the firm as a wealth strategies advisor, following 14 years in trust, tax and estate-planning roles at SunTrust Bank and nearly six years practicing law.<\/p>\n \u201cThese advisors are among the best in the business,\u201d UBS Southeast Regional Director Julie Fox said in a statement. \u201cThey have spent decades building deep relationships throughout the Tampa community.\u201d<\/p>\n UBS said it managed $6.9 trillion in invested assets as of the first quarter of 2026.<\/p>\n \nNewsletter\n<\/p>\n