Experience

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 premier 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 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.

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 trusted partner to ultra/high-net-worth families, entrepreneurs, & business owners.  He works as a long-term adviser 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, advisers, 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.

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.

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.

Lea Ann Drew is a founding member of Harvest Group at UBS and serves as the team's Chief Operating Officer. 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 trust of generations of families, business owners, and entrepreneurs.

As Chief Operating Officer of Harvest Group, 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.

Burness Griffin joined Harvest Group at UBS Private Wealth Management in 2026 as a Client Associate, supporting the team's ultra-high-net-worth clients. He works closely with financial advisors and clients, helping deliver a seamless service experience through account administration, operational coordination, and day-to-day relationship support.

Prior to joining UBS, Burness served as a Senior Trust Associate at Bank of America Private Bank, where he helped connect ultra-high-net-worth clients with trust, legacy, and wealth transfer solutions. Earlier, as a Wealth Management Banker at Merrill Lynch, he partnered with financial advisors and clients to develop tailored banking and lending strategies designed to support their broader financial goals.

With more than a decade of experience across wealth management, private banking, small business advisory, and ultra-high-net-worth client service, Burness is guided by a client-first philosophy and a commitment to delivering thoughtful, personalized support.

Before beginning his career in financial services, Burness served in the United States Air Force Reserve as an equipment operator with the 919th Special Operations Wing at Duke Field Air Force Base.

Burness earned his degree from Tallahassee State College. A native Floridian, he is an avid runner, chess player, and outdoorsman. He resides in Trinity, Florida, with his wife and three children.

Anissa Osborne joined UBS Private Wealth Management in 2026 as a Client Associate with Harvest Group. She brings more than 25 years of experience supporting ultra-high-net-worth individuals and families, with expertise in fiduciary administration, private banking, trust and estate services, and regulatory compliance.

Prior to joining UBS, Anissa served as a Senior Trust Associate at Bank of America Private Bank, where she specialized in trust and estate administration, client service, and complex account management. Throughout her career, she has built extensive experience in private wealth operations, fiduciary services, risk management, and compliance, helping deliver seamless service for clients and advisors alike.

Earlier roles at financial institutions throughout Central Florida included private wealth banking, client service management, and project management focused on operational excellence and regulatory oversight for financial advisory teams. Her broad industry experience provides a deep understanding of private wealth management and the evolving needs of ultra-high-net-worth clients.

Known for her professionalism, responsiveness, and attention to detail, Anissa excels at building strong relationships and delivering exceptional service. She is valued for her ability to anticipate client needs, solve problems with confidence, and foster collaboration across teams.

Outside of work, Anissa is a professional baker and enjoys sharing homemade desserts with family and friends. She cherishes time with her husband, three daughters, and their extended families, and takes great pride in her roles as a wife, mother, and grandmother.