James Shea, CFP-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 tailored wealth management strategies to ultra-high net worth individuals and families with strong ties to Asia. With over 15 years of experience, the team is dedicated to building long-term relationships and delivering comprehensive financial advice that addresses the unique complexities of cross-border investments and estate planning. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group by ensuring compliance and facilitating complex financial transactions for international clients. The team's commitment to quality service and a solutions-oriented approach empowers clients to confidently pursue their life goals and preserve their wealth for future generations. Generated from the website