Insight-based advice

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Larry Fann is a Senior Vice-President, Portfolio Manager, and the head of Fann Wealth Management (“FWM”) at UBS. Larry’s experience as a wealth manager in the financial services industry spans over thirty years culminating in joining UBS in September 2016.

Larry’s focus has been on families, many with businesses in transition, including mergers, acquisitions, and sales. Larry and his team provide support and intellectual capital through their network of specialists inside and outside of UBS. That leverage provides FWM expertise to collaborate with his clients and their professionals: tax advisers, legal teams, and family offices.

Listening, leading, providing, making best efforts, communicating solutions, and delivering a final plan to clients is Larry and his team’s passion. Lessons learned drive the investment plans FWM delivers focused on tax reduction strategies, protection of principal assets, and consistency of cash flow.

Larry Fann earned his Bachelor of Arts Degree in Economics from Columbia College University in New York City in 1984. White attending college, Larry traded on the New York Futures Exchange (NYFE). In 2006, Larry studied and became an Accredited Wealth Manager, as designated through Michigan State University and RBC Wealth Management. Larry’s holds state, federal, and managed futures securities licenses. Larry also holds licenses for life, disability, and long-term care insurance. Larry serves on the Board of Directors of the Greater Phoenix Urban League, a non-profit supporting minorities and those in need in achieving economic and social equality. 

Larry resides in Scottsdale, AZ. is an Arizona native, married to his wife for over 35 years. Larry’s family is his first priority, being the proud father of two adult daughters, and now enjoying a newly born grandchild. 

California Insurance License #0B89951

• Forbes Best-in-State Wealth Advisors, 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.
• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Columbia College University, Bachelor of Arts in Economics

• Portfolio Manager

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Matt began his career in corporate finance as a Treasury Analyst with Seagate Technology in 2015 where he developed skills in cash and investment portfolio management. He continued his career as a Senior Treasury Analyst with Republic Services in 2019, focusing on all functions of treasury including corporate liquidity management, cash forecasting, working capital optimization, and bank relationship management.

Matt received a Bachelor of Science degree in Accountancy and an International Business Certificate from Arizona State University. Matt currently holds the Series 7 and 66 securities licenses. Additionally, he holds the Certified Treasury Professional ("CTP") certificate. 

Matt, a native of Toronto, Canada, moved to Scottsdale, Arizona at a young age. He is an avid golfer and enjoys recreational ice hockey, and personal training.

• Arizona State University, Bachelor of Science: Accountancy