Julia Wan - UBS Financial Services Inc.

UBS Financial Services Inc. in San Francisco, CA, specializes in providing personalized wealth management strategies tailored to meet the unique needs of individuals and families. With over 160 years of experience, the firm boasts a team of top financial advisors committed to fostering lasting relationships through quality client service and insightful financial guidance. Led by Executive Director Jaspreet Jesse Puri, the office focuses on understanding clients' financial goals and empowering them with comprehensive strategies for long-term success. The team includes professionals like Lisa Monica, who emphasizes exceptional client service, ensuring that UBS remains a primary source of financial advice for its clients. Generated from the website

Amy Li-Morgan Stanley, situated in San Francisco, CA, stands as a hub for financial solutions. This establishment, part of the renowned Morgan Stanley, offers a range of services including investment banking, wealth management, and investment management to a diverse clientele comprising corporations, governments, institutions, and individuals. With a strong emphasis on client service, innovation, and sustainability, Amy Li-Morgan Stanley operates with a team of experts utilizing cutting-edge technology to provide comprehensive financial strategies on a global scale. In the vibrant financial landscape of San Francisco, CA, Amy Li-Morgan Stanley shines as a beacon of excellence. This branch of Morgan Stanley is dedicated to delivering top-notch financial services, encompassing investment banking, wealth management, and investment management, to a wide array of clients, including corporations, governments, institutions, and individuals. Embracing a philosophy centered on client satisfaction, innovation, and sustainability, Amy Li-Morgan Stanley thrives on the expertise of its diverse team and the sophisticated technology it employs to craft holistic financial solutions tailored to the global marketplace. Generated using this brand's available information

UBS Financial Services Inc. is a registered broker-dealer providing wealth management services in the United States, on behalf of UBS Wealth Management. It offers securities, trading, brokerage and related products and services to its clients. UBS Wealth Management's services are designed for high-net-worth and affluent individuals around the world investing internationally or in their home country. It provides tailored, unbiased advice and investment services ranging from asset management to estate planning and from corporate finance to home financing.