Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
Looks like your wealth is on the rise. That's why the right financial advice is more critical than ever—it all starts with careful and comprehensive planning. We're here to help make sure your impact rises right along with you. The sooner you get started, the more your money can work for you. For your family. For the world.
Financial Advisor
Bill Fanning began his Financial Services career in 2014, and has recently joined UBS in 2019. He has put his experience to work for his clients, helping them find the best way forward to pursue the goals that truly matter. Although he delivers comprehensive wealth management, Bill focuses developing financial strategies and providing investment advice for corporate executives, business owners, and professional athletes.
Bill graduated with a Bachelor's Degree in Finance from University of South Florida in 2015. He played soccer collegiately at Florida Gulf Coast University and Rollins College. Bill enjoys cooking, soccer, is a mediocre golfer and supporting his Tampa Bay Buccaneers, Lightning, and Rays.
Bill is a Tampa native, and lives in Seminole Heights with his Golden Retriever, Norman.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Bill Fanning began his Financial Services career in 2014, and has recently joined UBS in 2019. He has put his experience to work for his clients, helping them find the best way forward to pursue the goals that truly matter. Although he delivers comprehensive wealth management, Bill focuses developing financial strategies and providing investment advice for corporate executives, business owners, and professional athletes.
Bill graduated with a Bachelor's Degree in Finance from University of South Florida in 2015. He played soccer collegiately at Florida Gulf Coast University and Rollins College. Bill enjoys cooking, soccer, is a mediocre golfer and supporting his Tampa Bay Buccaneers, Lightning, and Rays.
Bill is a Tampa native, and lives in Seminole Heights with his Golden Retriever, Norman.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's put your plan in place, for today, tomorrow and for generations to come
You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.
$3.9 trillion
In invested assets globally
As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
