Benjamin Dean - UBS Financial Services Inc.

UBS Financial Services Inc., located in San Francisco, CA, is a leading global wealth management firm that offers a comprehensive range of financial services tailored to meet the unique needs of its clients. The firm employs a personalized approach, incorporating strategies focused on liquidity, longevity, and legacy to help clients achieve their financial goals. With a commitment to empowering clients through innovative solutions, UBS Financial Services Inc. also provides guidance on philanthropy and workplace wealth solutions, fostering healthy financial habits among employees. As a subsidiary of UBS AG, the firm leverages its extensive global resources to deliver exceptional wealth management services and investment advisory support. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing tailored wealth management services to ultra-high net worth entrepreneurs, families, and their family offices, particularly with a focus on international clients tied to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-lasting relationships through quality client service and a comprehensive understanding of clients' financial goals and concerns. The team's expertise includes navigating complex cross-border risks, investment strategies, and estate planning, with support from experienced professionals like Wealth Management Associate Danyi Gu, who manages client onboarding and compliance. With a commitment to personalized advice, Zhong Wealth Management Group aims to be the primary source of financial guidance for individuals and families looking to preserve and grow their wealth across generations. Generated from the website