Amaral Wealth Management - UBS Financial Services
Zhong Wealth Management Group at UBS Financial Services in El Segundo, CA, specializes in providing tailored wealth management solutions for ultra-high net worth clients with international ties, particularly in Asia. Led by Managing Director Joanne Zhong, the team prides itself on building long-term relationships and offering comprehensive strategies that address the complexities of cross-border finance, estate planning, and investment management.
Danyi Gu, as a Wealth Management Associate, supports the team's mission by managing international client onboarding and documentation, ensuring fiscal compliance, and facilitating complex transactions. Together, they focus on delivering personalized service and sophisticated financial solutions to help clients achieve their life goals and preserve their wealth for future generations.
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