The right moves for your financial future

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Frank graduated Cum Laude with a Business Administration degree from the University of Georgia's Terry School of Business. After graduating, Frank spent five years in New York City with Merrill Lynch, where he became the Director of Structured Product Sales for the New York City and Long Island Regions. In 2008, Frank married Patricia Ballantyne and moved to Tampa to join the Brawley Wealth Management Group. Frank is a CERTIFIED FINANCIAL PLANNER (CFP^®), and a Charter Retirement Planning Specialist (CRPC^®), both of which he utilizes when creating customized financial plans for his clients. Frank is also a Retirement Plan Consultant, a UBS designation given to a select number of Financial Advisors that focus on retirement plan solutions for businesses.

Frank and Patricia reside in South Tampa, with their three sons Frank, Jones and Bennett. In his spare time, Frank has competed in a number of triathlons and enjoys taking his boys golfing, fishing and hunting.

• Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• UBS Wealth Management Chairman’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• CERTIFIED FINANCIAL PLANNER
• Private Wealth Advisor

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Since 1990, Tom has devoted himself to the financial services industry, where he has been able to genuinely make a difference in the lives of his clients. His early experience as a business owner enables him to understand and anticipate his client’s needs for liquidity, growth, security and succession. As a parent, he has unique insight into his clients’ objectives and concerns when planning for everything from growing a family and paying for college to assisting aging parents and preparing for retirement. He has a unique ability to identify what is most important to his clients and help them proactively achieve it.

Tom’s client-focused approach to comprehensive wealth management includes asset allocation, equity and fixed income management, lending solutions and alternative investments. His past experience includes owning a registered broker/dealer firm, giving him unique insight into market trends and investment strategies.

Tom also believes strongly in the importance of giving back to our community and contributing to the betterment of others. He is currently a member of Leadership Pinellas and is actively involved with the Association of Corporate Growth and the American Cancer Society. Prior to this, he enjoyed serving on the boards of the Dunedin Fine Art Center and The Arc Tampa Bay, where he has served as Investment Committee Chairman. Tom has also served as a member of the Pinellas Estate Planning Council and the Advisory Council for the Morton Plant Foundation.

Originally from Glen Ellyn, IL, Tom graduated from the University of Kansas with a B.S. in economics. Tom and his wife, Joanna, have three children and two dogs. He likes to spend his free time on the water with his family or playing golf. They live in Indian Rocks Beach, FL.

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Bill Fanning began his Financial Services career in 2014, and 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. Bill delivers comprehensive wealth management while focusing on 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 after playing soccer collegiately at Florida Gulf Coast University and Rollins College. More recently, Bill graduated from Texas Tech University with a Master's Degree in Financial Planning. Bill is a Tampa native and resides in Seminole Heights. He enjoys cooking, soccer, golfing, and supporting his Tampa Bay Buccaneers, Lightning, and Rays.

• Texas Tech University, MS Financial Planning: 2024 - 2026
• University of South Florida, BS Finance: 2012 - 2015

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Raised in Polk County, Debbie began her career in the financial industry with Merrill Lynch in 1983.  There she obtained her FINRA Series 7, 63, and 65 licenses.  She joined the Brawley Wealth Management Group in 1990 and, with them, joined UBS in 2012.  As an administrative partner, her focus is on team operations, account service and implementing investment strategies. Skilled at providing solutions, she enjoys working with clients to meet their financial and banking needs while delivering a positive client experience.

Debbie has two grown sons and one granddaughter. She enjoys reading, attending live musical events, and spending time with friends and family.

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Chris started his Financial Services career within UBS’s operations department in 2022, working alongside many of the UBS Florida teams. While working in operations, he was able to acquire his FINRA Series 7, 66, and life and health insurance licenses while grasping the ever-changing administrative and compliance processes. Before working at UBS, Chris graduated from The Catholic University of America in Washington, DC with a bachelor’s degree in business administration with specializations in Finance and Technology Management. Chris is a CERTIFIED FINANCIAL PLANNER (CFP®), which helps him implement strategies and financial plans for the team.

Chris is originally from San Diego but now resides in Tampa Bay with his wife Caitlin. In his spare time, he enjoys spending time with his family, golfing, and trying his hand at fishing.

• The Catholic University of America, Bachelor's in Business Administration: 2018 - 2022

• CERTIFIED FINANCIAL PLANNER