Diana Monell Fanning

Financial and Portfolio Advisor, UBS

Diana is a native of Jacksonville and graduated magna cum laude from the University of North Florida in 2002. She resides in Mandarin with her husband Jonathan, son Easton and daughter Asher. Diana and her family are members of Christ's Church.

Her primary profession is a financial advisor with SPF Wealth Management at UBS Financial Services, Inc. She has been in the financial services industry since 2005, primarily focusing on custom financial and retirement planning, advanced wealth preservation and gifting strategies, and insurance and long-term care planning. She is responsible for helping individuals, families, and business owners develop, execute and evaluate the success of their customized plan compared to their goals. In addition, she is a co-owner of "The Keeler Property" which is a special events venue on Jacksonville's Westside.

She was the 98th President for the Meninak Club of Jacksonville. Previously, she served as their Secretary, a board member, Charity Project Committee Chair, membership committee chair, website committee member and mentor for JA and BBBS through Meninak. Diana is an inaugural member for Rethreaded's Circle of Sisters, which is dedicated to breaking the cycle of the sex trade with business by offering viable and life-giving work to survivors right here in Jacksonville and globally through like-minded organizations.

She volunteers at Clara White Mission feeding the homeless through Uptown Civitan Club and currently serves as a board member.

Professional Partner: William Brand