Kimberly Twombly, CFP-UBS Financial Services Inc

Welcome to Merrill Lynch in San Francisco, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

David Shaw, CFP, is a Managing Director and Financial Advisor with UBS Financial Services Inc., based in San Francisco. He specializes in developing customized wealth management solutions for executives, entrepreneurs, and business owners, focusing on understanding their unique financial needs and long-term goals. With a background in Aerospace and Defense investment banking and nine years of service as a naval officer, David brings a disciplined approach to financial planning. His comprehensive services include investment management, estate planning strategies, and lending solutions, aimed at helping clients effectively grow and preserve their wealth for future generations. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients and their families, particularly those with ties to Asia. With over 15 years of experience, the team focuses on building lasting relationships through personalized financial strategies that address complex cross-border issues, investment opportunities, and estate planning. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the mission of the team by assisting with international client onboarding, complex trust structures, and fiscal compliance. Her extensive experience in the financial sector, combined with a dedication to client service, enhances the team's ability to deliver tailored solutions for their diverse clientele. Generated from the website