UBS hires $1.3 billion Tampa advisory team from Bank of America

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1. 1A four-person advisory team from Bank of America Private Bank has moved to UBS (UBS).
2. 2Based in Tampa, the team manages about $1.3 billion in client assets and is composed of Jesse Platt, Lia Ann Drew, Brandon Burns, and Carlos Rodriguez.
3. 3After joining UBS, they will provide financial services—including investment management, tax, and asset allocation—to client families, individuals, and executives.

Source Wealth Management +1 · View original ↗

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