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 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. 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.
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 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. 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.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Wealth Management Associate
Annie Shidler enriches the client experience by building personal relationships and providing the highest level of client service to every client.
Annie joined UBS in 2015. As a Wealth Management Associate, Annie is dedicated to building relationships with clients, handling client inquiries and guiding new clients through their comprehensive onboarding process. An outgoing person, Annie is focused on helping clients reach their goals and delivering an outstanding client service experience.
Annie graduated from the University of Florida, having majored in Finance and minored in Entrepreneurship. She is FINRA Series 7 and 66 registered. She also has her Life, Health, and Variable Annuities Insurance license.
In her free time, Annie enjoys traveling, scuba diving and spending time with her family and friends.
Authorized Officer
Wealth Management Associate
Annie Shidler enriches the client experience by building personal relationships and providing the highest level of client service to every client.
Annie joined UBS in 2015. As a Wealth Management Associate, Annie is dedicated to building relationships with clients, handling client inquiries and guiding new clients through their comprehensive onboarding process. An outgoing person, Annie is focused on helping clients reach their goals and delivering an outstanding client service experience.
Annie graduated from the University of Florida, having majored in Finance and minored in Entrepreneurship. She is FINRA Series 7 and 66 registered. She also has her Life, Health, and Variable Annuities Insurance license.
In her free time, Annie enjoys traveling, scuba diving and spending time with her family and friends.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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