James Sheffield - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with international ties and interests in Asia. Led by Managing Director Joanne Zhong and her dedicated team, the group emphasizes building long-term relationships through customized strategies that address the complex financial needs of entrepreneurs and families.

The team combines extensive industry experience with a solutions-oriented approach, focusing on areas such as estate planning, investment management, and fiscal compliance. With a commitment to quality client service, Zhong Wealth Management Group aims to empower clients to preserve and grow their wealth for future generations.

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