Larry Thomas Cepa-UBS Financial Services Inc

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management services for ultra-high net worth individuals, families, and their family offices, particularly those with strong ties to Asia. With a focus on developing long-term relationships and offering customized strategies, the team is dedicated to listening to clients' goals and addressing their unique financial needs. The group's Associate, Danyi Gu, enhances client services by managing complex cross-border regulations and fiscal compliance, ensuring a seamless onboarding experience for international clients. Together, they leverage the extensive global resources of UBS to deliver tailored investment strategies, estate planning, and liquidity solutions to preserve and grow wealth across generations. Generated from the website

UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, dedicated to providing customized financial strategies tailored to the unique needs of each client. The firm emphasizes the importance of building long-term relationships through a commitment to quality client service, helping clients navigate their financial lives and achieve their goals. Utilizing the UBS Wealth Way approach, the firm organizes financial planning into three key dimensions: Liquidity for short-term expenses, Longevity for long-term needs, and Legacy for future generations. This comprehensive strategy aims to assist clients in exploring and pursuing their wealth management objectives while acknowledging the inherent risks associated with investments. Generated from the website

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Palo Alto, Calif.