Bisceglia Wealth Management Group - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing tailored financial strategies for ultra-high net worth clients, particularly those with international ties, focusing on cross-border investment, estate planning, and risk management. Led by Managing Director Joanne Zhong, the team prides itself on building lasting relationships and delivering quality service through a solutions-oriented approach. With a dedicated team that includes Wealth Management Associate Danyi Gu, Zhong Wealth Management Group combines extensive industry experience and a deep understanding of complex financial landscapes to meet the diverse needs of their clientele. Their commitment to excellence is reflected in numerous accolades and a strong network of global resources that support their clients' wealth management goals. Generated from the website

Zhong Wealth Management Group at UBS Financial Services Inc. in San Jose, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team focuses on creating personalized strategies that address the complex risks and regulations associated with cross-border investments and estate planning. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group's mission by handling international client onboarding and fiscal compliance, along with trading and settlement of restricted stock. Together, the team is committed to fostering long-term relationships through exceptional client service and tailored financial advice to help clients achieve their wealth preservation and growth objectives. Generated from the website

Ting O’Connor - UBS Financial Services Inc. in San Jose, CA, is a distinguished wealth management firm that emphasizes a comprehensive approach to managing wealth through personalized strategies tailored to clients' unique financial objectives. With over 25 years of experience, Ting O’Connor and her team focus on building long-term relationships and delivering quality client service to individuals, families, corporations, endowments, and foundations. The team includes seasoned professionals like Jenny Brummer, who brings over 23 years of experience in client service, and Erica Soriano, who supports operational and administrative tasks while ensuring a high level of service. Together, they are committed to understanding their clients' needs and providing first-class financial solutions grounded in a multigenerational perspective. Generated from the website