Jeffrey Nash - UBS Financial Services Inc.

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555 California St Fl 32
San Francisco, CA 94104
+1 (415) 576-3711
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing tailored wealth management solutions for ultra-high net worth individuals and families, particularly those with ties to Asia. With over 15 years of experience in international finance, the team focuses on fostering long-term relationships through exceptional client service and strategic financial advice.

Danyi Gu, an authorized officer, supports the group's mission by assisting clients with complex cross-border regulations and financial needs. Her expertise in international client onboarding and investment strategies ensures that clients receive comprehensive support to navigate the intricacies of wealth management.

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