Barra Sampedro Group - UBS Financial Services Inc.
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Zhong Wealth Management Group, part of UBS Financial Services Inc. in El Segundo, CA, is dedicated to providing customized financial strategies for ultra-high net worth clients, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team focuses on building long-term relationships and offering comprehensive wealth management solutions, including cross-border investment advice and estate planning.
Danyi Gu, an Authorized Officer and Wealth Management Associate, complements the team's efforts by assisting international clients with complex trust and estate structures, fiscal compliance, and stock transfer strategies. Together, they leverage their extensive industry experience and global resources to help clients confidently navigate their financial futures.
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