UBS FINANCIAL SERVICES INC.
DIANA MONELL FANNING, FINANCIAL ADVISOR, PORTFOLIO MANAGER
I believe that the financial success of others is driven by our ability to understand your needs and goals, and offer guidance in complex, uncertain times. Whether it's funding an education, retiring with confidence in today's economy or leaving a lasting legacy for your family, we will work with you to create a plan and deliver the resources and solutions that give you the confidence to achieve what's most important to you.
I have been in the financial services industry since 2005, primarily focused on custom financial and retirement planning, advanced wealth preservation and gifting strategies, and insurance and long-term care planning.
I am FINRA-licensed and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
- Street: One Independent Drive, 30th Floor
- City: Jacksonville
- State: FL
- Zip: 32202
- Telephone: 904-358-4186