Thomas J. Fanning, Jr.
Mr. Fanning’s focus is on Estate, Business, Charitable and Life Insurance Planning for affluent families. His active roles include those from new business development to all facets of structuring and ongoing management of the Planning process for clients. In addition, Mr. Fanning works closely with Heritage Strategies, LLC Partners to formulate and execute the firm’s long term vision to ensure Heritage Strategies LLC clients continue to receive an unparalleled experience.
Prior to joining Heritage Strategies LLC, Mr. Fanning launched his professional career as a Financial Advisor with UBS Financial Services, Inc. During his time at UBS Financial Services, Inc. Mr. Fanning provided financial and wealth management advice and services. Mr. Fanning joined Heritage Strategies LLC in 2011 as an Associate and became a Partner in 2016.
Mr. Fanning graduated from Fairfield University, Dolan School of Business with a Bachelors degree in Finance and concentration in Economics. Mr. Fanning holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Investment Advisor Representative (Series 66).