UBS Tampa, FL office welcomes

UBS announced the hiring of Harvest Group team which consists of financial advisors Lea Ann Drew, Jesse Flatt, Carlos Rodriguez, and Brandon Burns in Tampa. FL. They joined the Florida Gulf Market led by Regional Director Julie Fox, Market Executive Tyler Hutchens, and Market Director Jack Heiss.

Lea Ann Drew is a founding member of Harvest Group at UBS. With more than 38 years of experience advising ultra-high-net-worth individuals and families, she specializes in fiduciary trust services, tax and estate planning, wealth transfer strategies, and multi-generational legacy planning. Lea Ann is dedicated to helping clients navigate complex financial decisions while aligning their wealth with their long-term personal, family, and philanthropic goals.

Prior to joining UBS, Lea Ann served as Senior Vice President and Senior Trust Officer at Bank of America Private Bank for 15 years. Throughout her distinguished career, she has provided comprehensive guidance on trust administration, fiduciary oversight, tax and estate planning, earning the confidenceof generations of families, business owners, and entrepreneurs.

Lea Ann helps oversee the team's strategic direction and client service platform while working closely with clients to develop personalized wealth management solutions. Drawing on the extensive resources of UBS, she delivers integrated advice designed to address the complexities of significant wealth, including business succession planning, charitable giving, tax-efficient wealth transfer strategies, and family governance.

Lea Ann holds a Bachelor of Science degree in Finance from the University of South Florida and has earned both the Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner (AEP^®) designations. She is an active leader within the estate planning community, having served as President of the Pinellas County Estate Planning Council and currently a member of the Suncoast Estate Planning Council. Known for her client-focused approach, deep fiduciary expertise, and commitment to excellence, Lea Ann is passionate about helping families preserve, grow, and transfer wealth across generations while building enduring relationships founded on trust, integrity, and personalized advice.

Jesse Flatt joined UBS Private Wealth Management in 2026 as a founding member of Harvest Group. As a Managing Director and Private Wealth Advisor, he leads the design and implementation of sophisticated investment strategies for ultra-high-net-worth individuals and multi-generational families. Leveraging UBS's global platform and robust suite of capabilities, Jesse guides clients through complex financial decisions, aligning assets with long-term objectives, risk considerations, and evolving priorities. His disciplined approach integrates strategic planning, bespoke portfolio construction, and ongoing stewardship to help preserve and grow wealth across generations.

A seasoned Wall Street professional with nearly two decades of experience, Jesse most recently served as a Senior Portfolio Manager at Bank of America Private Bank. There, he advised many of the firm's most intricate and high-profile relationships. Prior to joining the Private Bank, he was a Portfolio Manager at RBC Rochdale, a boutique investment firm serving affluent families, endowments, and foundations. In that role, he helped oversee more than $4.5 billion across a broad range of asset classes and international markets. His career also includes institutional and private wealth positions at Invesco, BlackRock, Merrill Lynch, and Morgan Stanley, where he honed his expertise in tax-efficient investing, traditional, factor-based, and alternative allocation methods, risk management, and comprehensive advisory services.

Fluent in both Portuguese and Spanish, Jesse earned a Bachelor of Science in Finance and Business Economics from California State University, East Bay, and an MBA from the Yale School of Management. He is a CFA^® charterholder and holds the Certified Private Wealth Advisor^® (CPWA^®) designation. He is also an active member of both the CFA Institute and CFA Society Tampa Bay.

Outside the office, Jesse enjoys sports, exploring global cuisines, and traveling to unique destinations. Above all, he treasures his most important roles — husband and father — finding purpose and fulfillment in the time he shares with his wife and daughter.

Carlos Rodriguez is a founding member of Harvest Group and leads the team’s complex estate, tax and wealth transfer planning services.

With more than 32 years of experience advising ultra‑high‑net‑worth individuals and families, Carlos oversees the design, implementation, and ongoing management of clients’ estate and financial planning strategies. He works closely with each client’s outside legal and tax advisors and collaborates with UBS’s Advanced Planning Group to ensure fully integrated, technically sound solutions.

Carlos has devoted his entire career to serving high‑ and ultra‑high‑net‑worth clients across the trust and private wealth management industries. Before joining UBS, he spent 12 years at Bank of America Private Bank as a Wealth Strategies Advisor. Prior to that, he spent 14 years at SunTrust Bank (now Truist) in roles focused on trust administration and sophisticated financial, tax, and estate planning. Earlier in his career, Carlos practiced law for nearly six years, concentrating on estate, tax, and trust planning. Over the course of his legal and wealth management career, he has written and spoken extensively on a wide range of estate and tax planning topics.

A native Floridian, Carlos earned a B.A. in Economics from the University of South Florida College of Business, a J.D. from Florida State University College of Law, and an LL.M. in Taxation from the University of Florida College of Law Graduate Tax Program where he was an editor of the Florida Tax Review.  Carlos is a member of both the Tax Section and the Real Property, Probate & Trust Law Section of the Florida Bar.

Outside the office, Carlos enjoys following the Tampa Bay Bucs, Rays, and Lightning, reading about legal and political history, walking his two Giant Schnauzers (Zeke and Lulu), and—most of all—spending time with his family. Carlos and his wife, along with their three adult children, make their homes in the Tampa Bay area.

Brandon Burns is a founding member and Managing Director of Harvest Group at UBS.  As a Private Wealth Management Advisor, Mr. Burns serves as a experienced resource to ultra/high-net-worth families, entrepreneurs, & business owners.  He works as a long-term advisor to the families he consults, aligning investment strategy with the broader picture of tax planning, philanthropy, retirement, and multi-generational wealth transfers, and guiding clientele through concentrated positions, liquidity events, and the transition from enterprise value to personal wealth.  Drawing on the global reach of UBS, its worldwide investment research, and access to international markets & private capital, Brandon delivers advice built around each family's unique & personalized objectives.

Prior to joining UBS, Brandon was a Market Investment Executive & Senior Portfolio Manager at Bank of America Private Bank, where he led teams of portfolio managers, advisors, relationship managers and analysts across nine markets from Jacksonville to Orlando and to Tampa Bay, overseeing more than $25 billion in client assets.  He served as the region's Chief Investment, Trading, and Wealth Management Executive and represented the Private Bank as a speaker on financial markets and the global economy. Earlier, he was a Portfolio Manager and Institutional Advisor with RBC Rochdale, and held similar roles with Lyons Wealth Management, LLC and ARIM.

Brandon earned his MBA in Finance and Entrepreneurship and his Bachelor of Arts in International Business and Economics from Rollins College. A former captain of the US National Junior Hockey Team, he coaches youth hockey and mentors Rollins College students on life and career ambitions. He resides in Central Florida with his loving wife and two beautiful daughters.

The name Harvest is more than symbolic—it reflects what emerges when intention is paired with time. At Harvest Group, we believe wealth is more than accumulated assets. It is the fruit of diligence, stewardship, and purpose, cultivated over the seasons of life.

Just as a farmer sows with confidence in a future yield, enduring wealth requires vision, patience, and faithful care across generations. What is wisely planted and consistently nurtured has the potential to flourish far beyond the present moment.

We partner with families, business owners, and entrepreneurs to cultivate, preserve, and pass on wealth with intentionality—through purposeful estate and legacy planning, dynamic-tax-optimized investment management, and multi-generational transfer strategies. Every decision we make is weighed against its impact on the next generation, so that what is entrusted to one becomes a meaningful inheritance for those who follow.

Like the changing seasons, financial journeys demand different approaches at different times. We help clients navigate both abundance and uncertainty with clarity, resolve, and steady hands.

The greatest harvests are never accidents—they are the result of discipline and preparation meeting in the same field.

Harvest Group — We don't merely manage wealth. We cultivate it.

For designation disclosures visit www.ubs.com/us/en/designation-disclosures

UBS Financial Services Inc. does not provide legal or tax advice and this does not constitute such advice. UBS strongly recommends that persons obtain appropriate independent legal, tax, and other professional advice.