Julie Baeder - Morgan Stanley

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with strong ties to Asia. With over 15 years of experience, Joanne focuses on addressing the unique challenges faced by international entrepreneurs and families, ensuring their financial strategies are tailored to their specific needs. Danyi Gu, Wealth Management Associate, supports the team by navigating complex cross-border regulations and facilitating international client onboarding. With a background in corporate banking and extensive knowledge in investment strategies, Danyi is dedicated to delivering personalized financial solutions that enhance the lives of their clientele. Generated from the website

Visit our office today located in San Francisco, 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.

Visit our office today located in San Francisco, 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.