UBS Global Wealth Management US today announced that Jack Heiss will join the firm as Market Director for its Tampa, Clearwater, St. Petersburg, Sarasota, and Winter Haven offices in Florida. He will begin his role at the conclusion of his notice period.
These offices are part of the firm’s Florida Wealth Management market led by Market Executive Lane Strumlauf, which is part of the firm’s Southeast Region, led by Julie Fox.
“We are very pleased to have a professional of Jack’s caliber join our leadership team in these key Florida markets,” said Lane. “Jack’s decades of wealth management experience, deep roots in the Tampa area, and unique understanding of how advisors effectively serve clients makes him an ideal fit for this role.”
“The Florida market is an extremely important growth engine for our wealth management business and Jack’s experience and knowledge of this region will be a key asset for us as we continue to expand our capabilities,” added Julie. “On behalf of myself and our entire leadership team, I want to welcome Jack to UBS.”
Jack brings 35 years of experience in the wealth management industry to his new role. He most recently served in a hybrid leadership and financial advisor role at Bank of America Private Bank. He started his career at Merrill Lynch as a Financial Advisor in 1987. He also served as Florida Regional Director at Bank of America Investments and Market Leader for the firm’s Global Wealth and Investment Management divisions in Palm Beach and Tampa Bay. After Bank of America acquired Merrill Lynch, Jack oversaw Merrill Lynch Wealth Management in Central Florida.
A Tampa resident for over 30 years, Jack earned a Bachelor of Science degree in Business Management from Florida State University School of Business. He is actively involved in the community and served on the Board of Trustees at the Tampa Museum of Art for 12 years and was the former Chairman of the Advisory Board at South Tampa YMCA, where he remains a current Board Member.
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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