UBS Private Wealth Management announced this Tuesday that the Reynolds, Grindel & Hall Wealth Management Group has joined the Tampa, Florida office from Morgan Stanley.
The team, consisting of Jeffrey Reynolds, David Grindel, and Jeremy Hall, who together bring nearly 70 years of industry experience, will be under the leadership of Managing Director and Florida Market Director, Greg Kadet.
“I am delighted to welcome Jeff, David, and Jeremy to UBS,” said 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 meet clients’ financial needs and are excellent additions as we continue to expand our capabilities and presence in the region,” the statement said.
Reynolds is a multigenerational financial advisor with over 30 years of experience serving families, organizations, and business owners, focusing on understanding each client’s wealth as well as their short- and long-term goals, according to the firm’s statement.
“He and his team create tailored plans to help clients achieve their wealth goals,” the statement adds.
Grindel is a certified financial planner with 20 years of industry experience. He strives to build long-term, trusting relationships and help guide clients to simplify their financial lives while ensuring their financial plans remain aligned with their goals and objectives over time, says the firm.
Hall is also a certified financial planner who focuses on helping clients navigate assets, estate planning strategies, retirement planning, and insurance needs, UBS adds.
“His approach is based on designing financial plans that reflect an integrated view of clients’ multigenerational and legacy goals,” the statement concludes.
