UBS expands UHNW advisory team in Florida

UBS today announced that private wealth advisers Jesse Flatt, Lea Ann Drew, Brandon Burns and Carlos Rodriguez will join the firm in Tampa, Florida. Along with their team, they oversee approximately $1.3 billion in client assets, serving ultra-high net worth (UHNW) families and business owners.

Following the conclusion of their notice period, the team will join the UBS Greater Florida/Gulf Coast Market and report to Jack Heiss, Tampa Bay senior market director. The market is led by outgoing market executive Lane Strumlauf and market executive Tyler Hutchens, and is part of the firm’s Southeast Region.

"These advisors are among the best in the business and will bring more than 100 years of combined experience serving UHNW individuals. They have spent decades building deep relationships throughout the Tampa community, and their addition will further strengthen the exceptional capabilities we offer clients. We are pleased to soon welcome them to UBS," said Julie Fox, regional director, Southeast, at UBS.

"Jesse, Lea Ann, Brandon and Carlos are extremely talented advisors who built their careers around advising UHNW individuals and business owners. We’re looking forward to helping them leverage our world-class wealth management capabilities and platform to further serve the complex needs of clients,” said Jack Heiss, Tampa Bay senior market director at UBS.

Jesse, Lea Ann, Brandon and Carlos will advise UHNW families and business owners on a wide array of financial services, including investment management, tax strategies, estate planning and asset allocation. They will join from Bank of America Private Bank.

Jesse previously served as a senior portfolio manager to UHNW clients at Bank of America Private Bank. Before this, Jesse was a portfolio manager at RBC Rochdale, where he managed billions of dollars across equities, fixed income, and alternative investments. He has also held senior investment and advisory roles at Invesco, BlackRock, Morgan Stanley, and Merrill Lynch. Jesse will bring nearly two decades of investment management and advisory experience to UBS.

Lea Ann has four decades of trust and private wealth management experience serving UHNW and high net worth individuals, families, and business owners. Most recently, she spent nearly 15 years with Bank of America Private Bank, where she served as a senior trust officer. She previously held similar roles at Wells Fargo Private Bank and SunTrust. Lea Ann began her career at Barnett Bank in St. Petersburg in 1988.

Brandon joined Bank of America Private Bank in 2022, most recently serving as a market investment executive and senior portfolio manager for Central and North Florida. He delivered customised wealth management strategies to UHNW clients, mentored portfolio managers and private wealth advisors, and served as the market’s CIO, Trading, and wealth management executive. Previously, he was a portfolio manager at RBC Rochdale.

Carlos spent 12 years at Bank of America Private Bank as a wealth strategies adviser. Prior to that, he served for 14 years at SunTrust Bank in a variety of roles focused on trust services and complex financial, tax, and estate planning. Before entering financial services, Carlos practiced law for nearly six years, specialising in estate, tax and trust planning. He has dedicated his entire 30-year career to serving high and UHNW individuals in the trust and private wealth management industries.

Re-disseminated by Wealth and Society