Emily Van Hoorickx - UBS Financial Services Inc.

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355 Santana Row Ste 2050
San Jose, CA 95128

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.

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