Knowledge

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

Linda began her career in the financial services industry in 1979. Her extensive professional knowledge and skills, her meticulous and detail-oriented approach, combine to give you a consummate problem solver whom is completely dedicated to clients' service needs and requests. Linda's responsibilities include all client administrative and operational tasks. 

Linda currently holds her Series 7, 24 and 63 securities licenses. 

Linda, a native of Philadelphia, Pennsylvania, moved to Phoenix, Arizona in 1998. In her free time, she enjoys traveling and spending time with her family. 

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.