Liling Lee - UBS Financial Services Inc.

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20 Pacifica Ste 1500
Irvine, CA 92618
+1 (949) 453-5116
https://advisors.ubs.com

The Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs and families, particularly those with connections to Asia. With a commitment to understanding clients' unique goals and priorities, the team focuses on establishing long-term relationships and delivering customized financial strategies.

Led by Managing Director Joanne Zhong, who has over 15 years of experience in international wealth management, the group is supported by a skilled team including Wealth Management Associate Danyi Gu. Together, they leverage UBS's global resources to navigate complex cross-border risks, investment opportunities, and estate planning needs, ensuring clients' wealth is effectively preserved and transferred across generations.

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United States›California›Irvine›Liling Lee - UBS Financial Services Inc.

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