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
  • IN
  • MA
  • ME
  • MI
  • NC
  • NM
  • NV
  • NY
  • OH
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • 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
Entrepreneurs
Corporate executives
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
  • (813) 202-1030

Email Me

Outlook on interest rates

The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

Advice for business owners

Advice for business owners

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UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

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