Jay Baumgardner, Cfa-UBS Financial Services Inc

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888 San Clemente Dr Ste 300
Newport Beach, CA 92660
+1 (949) 717-3938
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive private wealth management solutions tailored to ultra-high net worth clients and families, particularly those with ties to Asia. With over 15 years of experience in international wealth management, the team is dedicated to fostering long-term relationships through customized strategies and exceptional client service.

Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group's mission by handling complex international client onboarding and fiscal compliance. Her attention to detail and expertise in cross-border regulations ensure clients receive effective solutions for their financial needs, further enhancing the team's commitment to quality service and client satisfaction.

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