Gregory Smith - UBS Financial Services Inc.

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355 Santana Row Ste 2050
San Jose, CA 95128
+1 (408) 918-8023
https://advisors.ubs.com

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.

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