James Orr, Cpwa, Cepa-UBS Financial Services Inc

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Palo Alto, Calif.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with connections to Asia. With over 15 years of industry experience, the team is dedicated to developing long-term relationships and offering tailored strategies for investment, liquidity, and estate planning. Supporting the group's mission, Wealth Management Associate Danyi Gu focuses on navigating complex cross-border regulations and assisting clients with international stock transfers and fiscal compliance. Together, they leverage the global resources of UBS to ensure clients successfully preserve and pass on their wealth to future generations. Generated from the website

Kenneth Flax, CIMA, serves as a Senior Vice President in Wealth Management at UBS Financial Services Inc. in Palo Alto, CA, where he is dedicated to providing comprehensive wealth management solutions tailored to meet the unique needs of clients and their families. With a strong background in finance and a commitment to client success, Kenneth leverages UBS's global resources to help individuals navigate complex financial challenges and pursue their long-term goals, focusing on key dimensions of liquidity, longevity, and legacy. Generated from the website