Jannah Devine - UBS Financial Services
Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive financial strategies tailored to ultra-high net worth clients, particularly those with ties to Asia. With over 15 years of experience, the team focuses on developing long-lasting relationships through personalized service and expert guidance on complex cross-border investments and estate planning.
Danyi Gu, as an Authorized Officer and Wealth Management Associate, supports the group's mission by assisting clients with intricate trust structures, fiscal compliance, and stock trading strategies. Together, they leverage their extensive network and deep industry knowledge to deliver quality wealth management solutions that help clients achieve their financial goals.
Generated from the website
Also at this address
Partial Data by Foursquare.