Benjamin Ling, CFP®, CRPC® - UBS Financial Services Inc.

The Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive wealth management services to ultra-high net worth clients, particularly those with international ties and connections to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through personalized financial strategies and exceptional client service. Joanne Zhong, along with Authorized Officer Danyi Gu, leverages their extensive experience in international wealth management to navigate complex cross-border regulations and provide tailored financial solutions. Their commitment to understanding clients' goals enables them to deliver effective strategies for wealth preservation, investment, and estate planning. Generated from the website

The Engel Team at UBS Financial Services Inc. specializes in providing tailored wealth management services for successful entrepreneurs, executives, and entertainment professionals. Their approach prioritizes personalized experiences, leveraging UBS's extensive research and resources to develop comprehensive financial plans that meet each client's unique goals and challenges. With a commitment to addressing clients' liquidity, longevity, and legacy needs, the team offers expertise in investment management, retirement planning, wealth transfer strategies, and life transition support. Their accolades, including recognition as Forbes' Best-in-State Wealth Advisors, reflect their dedication to helping clients navigate the complexities of their financial lives. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc., focuses on delivering customized financial strategies tailored to the needs of ultra-high net worth clients, particularly those with international ties. The firm prides itself on cultivating long-term relationships through a commitment to quality client service and a comprehensive understanding of clients' financial goals. Led by Managing Director Joanne Zhong, the team specializes in addressing the complex challenges faced by clients involved in cross-border business and investment. Supported by Wealth Management Associate Danyi Gu, Zhong Wealth Management Group leverages a global network of resources to provide solutions in estate planning, investment strategies, and risk management. Generated from the website