UBS recently hired the Burrows/Tucker Wealth Management Group from Bank of America / Merrill Lynch, with an approximate AUM of $235mm. They will be located in Santa Barbara and will report to Jaron Singletary, Branch Manager - Santa Barbara.
This team is led by Fred Burrows, Senior Vice President – Wealth Management. Fred is a veteran of the industry and was the Branch Manager of Merrill Lynch Santa Barbara from 2009-2012. He is a Cal Berkley graduate.
Ben Tucker, Account Vice President, is one of the few FAs that joined the industry in 2006 and made it through. He’s a graduate of University of Long Beach and a Santa Barbara native.
Jennifer Boisky, Sr. Registered CSA, has worked with Fred for well over a decade. She’s sat on the CSA advisory council at Bank of America / Merrill Lynch. She is a multi-generation Santa Barbara native.
The team is rounded out by Michael McIntosh, Registered CSA. Michael is originally from Connecticut and a graduate of UCSB.
Look forward to hearing from you.
On behalf of UBS