Story · Florida
$1.3B Tampa Team Joins UBS from Bank of America Private Bank
A four-advisor team managing approximately $1.3 billion in client assets has left Bank of America Private Bank to join UBS in Tampa, Florida. The team includes advisors Jesse Flatt, Lea Ann Drew, Brandon Burns, and Carlos Rodriguez, who collectively bring over 100 years of industry experience. They will operate under UBS's Greater Florida/Gulf Coast Market, focusing on ultra-high-net-worth clients and business leaders, offering services such as investment management, tax planning, estate planning, and asset allocation. The article also notes UBS CEO Sergio Ermotti's plans to step down by spring 2027 and the bank's consideration of U.S. acquisitions to boost growth, following $5.3 billion in client inflows in the first quarter of 2026.
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