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.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The 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.

• CERTIFIED FINANCIAL PLANNER
• Private Wealth Advisor

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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.

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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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Beth, a Winter Haven native, graduated from the University of South Florida with a major in Elementary Education. In 1995, she started her career in the financial services industry with Allen and Company. She moved to Merrill Lynch in 2001 to join the Brawley Wealth Management Group, and continued with them to UBS in 2012. Beth has her FINRA Series 7 license and as an administrative partner handles the team's scheduling and marketing. She also handles account servicing and works closely with the team on financial planning. She most enjoys interaction with our clients and assisting them in their financial needs.

Beth is married to Buzz and lives in Winter Haven. She has two grown daughters and five grandchildren. She is a gardening enthusiast and most weekends you will find her in her yard or playing with her grandchildren and friends.

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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. Today, Chris focuses on the needs of clients – whether it’s by executing trades, implementing allocations, or simply providing a seamless client experience.

Chris is originally from San Diego but now resides in Tampa Bay with his fiancé Caitlin. 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