UBS has announced that private wealth advisers Jesse Flatt, Lea Ann Drew, Brandon Burns and Carlos Rodriguez will join the firm in Tampa, Fla. Along with their team, they oversee approximately $1.3 billion in client assets, serving ultra-high-net-worth 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 Tampa Bay senior market director Jack Heiss. The market is led by outgoing market executive Lane Strumlauf and market executive Tyler Hutchens, and is part of the firm’s Southeast Region.
Flatt, Drew, Burns and Rodriguez will advise ultra-high-net-worth 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.
Flatt previously served as a senior portfolio manager to ultra-high-net-worth clients at Bank of America Pri
