Carl Nelson - UBS Financial Services Inc.

Newport Legacy Wealth Management, part of UBS Financial Services Inc. in Newport Beach, CA, emphasizes a personalized approach to financial planning by prioritizing client relationships and understanding individual goals. Their team, led by experienced professionals, aims to provide customized strategies and comprehensive financial advice tailored to clients' needs. The firm's philosophy centers around UBS Wealth Way, which incorporates three key dimensions - Liquidity, Longevity, and Legacy - to help clients manage their wealth across different time frames. With a focus on long-term relationships and quality service, Newport Legacy Wealth Management is dedicated to helping clients confidently navigate their financial futures. Generated from the website

Patricia Johnson is a Senior Vice President and Financial Advisor at UBS Financial Services Inc. in Los Angeles, CA, bringing 35 years of experience in the financial services industry to her clients. She specializes in customized investment and wealth planning solutions, leveraging her extensive network of professionals in portfolio management, tax, and estate planning. Passionate about empowering women, Patricia regularly hosts educational events aimed at enhancing financial acumen and addressing specific needs. She is actively involved in philanthropy, serving on the board and finance committee for Chrysalis, a nonprofit dedicated to creating pathways to self-sufficiency for underserved communities. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Los Angeles, specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals and families, particularly those with connections to Asia. The team is dedicated to fostering long-term relationships and delivering customized financial strategies that align with clients' life goals and aspirations. Led by Managing Director Joanne Zhong, the group boasts extensive expertise in navigating complex cross-border risks and regulations, offering services such as investment, liquidity solutions, and estate planning. With a commitment to quality client service and a solutions-oriented approach, Zhong Wealth Management Group aims to be the primary source of financial advice for its clients. Generated from the website