Jeffrey Frederickson - UBS Financial Services Inc.

Call
Website

Photos

750 University Ave Ste 250
Los Gatos, CA 95032
+1 (408) 918-8028
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions to ultra-high net worth entrepreneurs, families, and their family offices, particularly those with ties to Asia. With over 15 years of experience, Joanne and her team focus on developing long-term relationships and offering tailored strategies that address the complex needs of their international clientele.

Danyi Gu, an Authorized Officer and Wealth Management Associate, complements the team with her expertise in navigating the intricate cross-border regulations and risk management associated with international financial affairs. Her commitment to delivering high-quality service has made a significant impact in helping clients manage their financial needs and strategic investments.

Generated from the website

We can help you embrace your financial future

Also at this address

Owner verified
See a problem?

You might also like

Douglas Brady-UBS Financial Services Inc

Newport Legacy Wealth Management, part of UBS Financial Services Inc., is dedicated to fostering long-term client relationships by delivering comprehensive, personalized financial strategies. With a focus on understanding client priorities and goals, the firm emphasizes quality service and insight-based advice to help clients confidently pursue their financial aspirations. Led by Douglas Cosgrove, a seasoned financial advisor with over 30 years of experience, the team specializes in wealth management through the UBS Wealth Way approach. This framework focuses on key dimensions of financial planning, including Liquidity, Longevity, and Legacy, enabling clients to navigate their financial journeys with confidence. Generated from the website
Bryan Russell - Mortgage Consultant

Bryan Russell - Mortgage Consultant

10
"Bryan goes above and beyond to make sure the mortgage experience is a great one!! We had a complex mortgage requiring hands on engagement throughout the process. With all the moving parts and the..."
photo of Brian Z.
McCollam & Fischer - UBS Financial Services Inc.

McCollam & Fischer - UBS Financial Services Inc.

Visit our office today located in Los Gatos, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
United States›California›Los Gatos›Jeffrey Frederickson - UBS Financial Services Inc.

Yext