Three-person advisor team joins UBS Private Wealth Management in Tampa, FL

Rhea-AI Summary

UBS Private Wealth Management has announced the addition of the Reynolds, Grindel & Hall Wealth Management Group to its Tampa, FL office. Led by Managing Director Greg Kadet, the team includes Financial Advisors Jeffrey Reynolds, David Grindel, and Jeremy Hall, bringing nearly 70 years of combined industry experience. They specialize in comprehensive financial planning and personalized wealth management strategies.

Jeffrey Reynolds, with over 30 years of experience, focuses on multi-generational wealth management and community involvement, serving on various boards. David Grindel, a Certified Financial Planner™ with 20 years of experience, prioritizes long-term financial planning and community service. Jeremy Hall, also a Certified Financial Planner™, specializes in estate planning, retirement strategies, and insurance needs. This team joins UBS from Morgan Stanley.

TAMPA--(BUSINESS WIRE)-- UBS Private Wealth Management today announced that a three-person advisor team, Reynolds, Grindel & Hall Wealth Management Group, has joined the firm’s Tampa, FL office, led by Managing Director and Florida Market Director Greg Kadet.

The Reynolds, Grindel & Hall Wealth Management Group includes Financial Advisors Jeffrey Reynolds, David Grindel and Jeremy Hall, who collectively bring nearly 70 years of industry experience to serving clients.

“I’m thrilled to welcome Jeff, David and Jeremy to UBS,” said Greg Kadet, who oversees UBS’s Wealth Management and Private Wealth Management businesses in the Greater Florida region. “These talented financial advisors employ a comprehensive planning approach to meeting the financial needs of clients and are great additions as we continue to grow our capabilities and footprint in the region.”

Jeffrey Reynolds is a multi-generation financial advisor with over 30 years of experience serving families, organizations, and business owners with a focus on understanding each client's wealth, as well as their short and long-term goals. He and his team build tailored plans to help clients realize their wealth objectives. Jeff is deeply involved in the local community, serving as a board member at University of South Florida Muma College of Business and as a Director of the Brandon Rotary Club Charity Fund. Previously, he held leadership positions with The Boy Scouts of America and The Brandon Chamber of Commerce.

David Grindel is a Certified Financial Planner^TM with 20 years of industry experience. David strives to build long-term, trusting relationships, and help guide clients to simplify their financial lives while helping to ensure their financial plans remain aligned with their goals and objectives over time. David is also very active in the local community, serving as a member of the Tampa Kiwanis Club, and formerly served on the Board of Directors for Big Brothers/Big Sisters of Tampa Bay.

Jeremy Hall is also a Certified Financial Planner^TM, who focuses on helping clients navigate assets, estate planning strategies, retirement planning and insurance needs. His approach is built on designing financial plans that reflect an integrated view of clients’ multigenerational and legacy goals.

Jeff, David and Jeremy join UBS from Morgan Stanley.

Notes to Editors

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 5.5 trillion dollars of invested assets as per second quarter 2023. 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).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only.

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Media Contact:

Christina Aquilina

Christina.aquilina@ubs.com

https://www.ubs.com

Source: UBS

FAQ

Who are the new advisors joining UBS in Tampa, FL?

The new advisors joining UBS in Tampa, FL are Jeffrey Reynolds, David Grindel, and Jeremy Hall.

What is the collective industry experience of the new UBS advisor team in Tampa?

The collective industry experience of the new UBS advisor team in Tampa is nearly 70 years.

What roles does Jeffrey Reynolds hold in the local community?

Jeffrey Reynolds serves as a board member at University of South Florida Muma College of Business and as a Director of the Brandon Rotary Club Charity Fund.

What is David Grindel's professional certification?

David Grindel is a Certified Financial Planner™.

What areas does Jeremy Hall specialize in at UBS?

Jeremy Hall specializes in estate planning, retirement strategies, and insurance needs at UBS.

Which firm did the new UBS advisors previously work for?

The new UBS advisors previously worked for Morgan Stanley.

Who is the Managing Director overseeing the new UBS team in Tampa?

The Managing Director overseeing the new UBS team in Tampa is Greg Kadet.

What community involvement does David Grindel have?

David Grindel is a member of the Tampa Kiwanis Club and formerly served on the Board of Directors for Big Brothers/Big Sisters of Tampa Bay.