Linda Campbell, CFA - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing tailored financial strategies that address the unique needs of ultra-high net worth entrepreneurs and families, particularly those with international ties. With a commitment to quality client service, they foster long-term relationships through a comprehensive understanding of clients' goals and concerns. Led by Managing Director Joanne Zhong, the group boasts a wealth of experience in international wealth management, focusing on cross-border investment, estate planning, and regulatory compliance. The team includes experts like Danyi Gu, who specializes in addressing complex challenges faced by clients engaged in international business and investment activities. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with international ties. The team, led by Managing Director Joanne Zhong and supported by Wealth Management Associate Danyi Gu, focuses on developing long-term relationships through tailored strategies that address complex cross-border financial concerns. With over 15 years of expertise in the financial services industry, Joanne Zhong utilizes her extensive network and resources to assist clients in navigating investment risks, estate planning, and liquidity solutions. Danyi Gu complements this by managing international client onboarding and compliance, ensuring a seamless experience for clients as they pursue their financial goals. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing tailored wealth management solutions for ultra-high net worth individuals and families, particularly those with ties to Asia. With over 15 years of experience in international finance, the team focuses on fostering long-term relationships through exceptional client service and strategic financial advice. Danyi Gu, an authorized officer, supports the group's mission by assisting clients with complex cross-border regulations and financial needs. Her expertise in international client onboarding and investment strategies ensures that clients receive comprehensive support to navigate the intricacies of wealth management. Generated from the website