Indian Wells, CA Branch Office - UBS Financial Services Inc.

Indian Wells Wealth Management Group, a branch of UBS Financial Services Inc., is dedicated to providing tailored financial planning and wealth management services to clients facing significant life changes. Their approach emphasizes understanding individual priorities, goals, and concerns to enhance clients' financial well-being for years to come. The team comprises experienced professionals, including Senior Vice President Lawrence R. Zech, First Vice President Warren Overman, and Financial Advisor Phillip Tanner, each bringing a wealth of knowledge and a commitment to client service. With a focus on comprehensive financial strategies, they aim to empower clients to embrace opportunities and tackle challenges effectively. Generated from the website

Phillip Tanner CFP® is a seasoned financial advisor with nearly 18 years of experience in the financial services industry, specializing in comprehensive financial planning and wealth management. A native of the Coachella Valley, he returned to the area after attending Purdue University and has a strong commitment to helping clients achieve their financial goals. At UBS Financial Services Inc. in Indian Wells, CA, Phillip Tanner and his team offer a broad range of services, including cash management, retirement planning, and legacy planning. They emphasize understanding clients' priorities and concerns to create customized investment strategies that align with their life goals. Generated from the website

Aligned Wealth Partners - UBS Financial Services Inc. in Indian Wells, CA, is dedicated to offering comprehensive wealth management solutions tailored for ultra-high net worth clients, particularly those with connections to Asia. Led by Managing Director Joanne Zhong, the team focuses on fostering long-term relationships and understanding individual client needs to deliver customized financial advice and strategies. With over 15 years of experience in international wealth management, Joanne and her team excel in navigating complex cross-border investment risks, estate planning, and compliance. Danyi Gu, an Authorized Officer and Wealth Management Associate, further strengthens the team by providing essential support in client onboarding, international transactions, and detailed fiscal compliance, ensuring a personalized and effective wealth management experience for clients. Generated from the website