Wealth advice for your life's goals

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.

Steps in a stadium

Bill Fanning

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.

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • ME
  • MI
  • MO
  • NC
  • NM
  • NY
  • OH
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA


  • B.S. Finance, University of South Florida

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Professional athletes
Business Owners
Corporate executives
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
  • (813) 202-1030

Email Me

CIO House View monthly livestream

The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

Advice for business owners

Advice for business owners

How can you be more certain in an uncertain market?

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.

Backed by the strength of UBS

A global leader in wealth management

$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