Lawrence Fann
About Lawrence Fann
Lawrence Fann serves as the Senior Vice President and Portfolio Manager in Wealth Management at UBS, where he has worked since 2016. He previously held a position as an Accredited Wealth Manager at RBC Wealth Management for 17 years.
Work at UBS
Lawrence Fann has been employed at UBS since 2016, serving as a Senior Vice President in Wealth Management and as a Portfolio Manager. His role involves managing investment portfolios and providing financial advice to clients. He operates from the UBS office located at 2555 East Camelback Road, Suite 600, Phoenix, Arizona 85016. Over the past eight years, he has contributed to the firm's wealth management services, focusing on client satisfaction and investment performance.
Previous Experience at RBC Wealth Management
Before joining UBS, Lawrence Fann worked at RBC Wealth Management for 17 years, from 1999 to 2016. During his tenure, he held the position of Accredited Wealth Manager. In this role, he was responsible for advising clients on wealth management strategies and investment opportunities, helping them achieve their financial goals. His extensive experience in the wealth management sector has equipped him with valuable insights and skills.
Education and Expertise
Lawrence Fann studied at Columbia University in the City of New York from 1980 to 1984. His education has provided him with a strong foundation in finance and investment principles. This academic background, combined with his extensive professional experience, contributes to his expertise in wealth management and portfolio management.
Professional Title and Role
Lawrence Fann holds the title of Senior Vice President at UBS, where he specializes in Wealth Management and Portfolio Management. His responsibilities include developing investment strategies and managing client portfolios. His role is critical in guiding clients through their financial journeys and ensuring their investment objectives are met.