Jason Cohen - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing tailored financial strategies for ultra-high net worth individuals and families, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through a commitment to quality client service and understanding clients' unique goals and needs.

The group includes specialized professionals like Danyi Gu, who focus on navigating complex cross-border regulations and wealth management solutions. With a robust network of industry specialists and a solutions-oriented approach, Zhong Wealth Management Group aims to help clients preserve and grow their wealth for future generations.

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