Brett Moore-UBS Financial Services Inc

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.

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