Andrew D. Geller - UBS Financial Services Inc.

The Geller Financial Group, based in Los Angeles, CA, is a team of experienced financial advisors dedicated to providing insight-based advice and customized strategies to their clients. With a focus on building long-term relationships and putting their clients' best interests first, the team, led by Andrew Geller, offers expertise in asset allocation, total portfolio management, and estate planning, leaving a strong legacy for their clients' families. Working alongside Andrew Geller is Greg Michael Geller, a Senior Vice President who brings over 25 years of experience in managing clients' wealth in the equity and fixed income markets. Greg plays a vital role as a co-manager, addressing clients' educational and retirement needs, and is known for his responsiveness and well-informed approach. Julia Yokoyama, a Senior Client Associate, completes the team with her extensive experience in the financial markets and her responsibility for the administration of The Geller Group, including trading, portfolio reviews, and marketing materials.Generated from the website

Visit our office today located in Beverly Hills, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing customized financial strategies for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. With a mission to build long-term relationships, the team emphasizes a comprehensive understanding of client goals and risk management in a complex international landscape. Led by Managing Director Joanne Zhong, who boasts over 15 years of experience, the group focuses on estate planning, investment solutions, and cross-border business challenges. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team’s efforts with expertise in international compliance and complex financial transactions. Generated from the website