Cantrell / Orr / Phillipp Group - UBS Financial Services Inc.

The Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing tailored financial strategies for ultra-high net worth entrepreneurs and families, particularly those with connections to Asia. Led by Managing Director Joanne Zhong, the team is committed to building long-term relationships and offering comprehensive wealth management solutions that address complex cross-border risks and regulations.

Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team by focusing on international client onboarding and fiscal compliance, ensuring clients navigate complex trust and estate structures. Together, the team combines extensive experience and a solutions-oriented approach to meet the diverse financial needs of their international clientele.

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