Mally Burton - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Los Angeles, specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals and families, particularly those with connections to Asia. The team is dedicated to fostering long-term relationships and delivering customized financial strategies that align with clients' life goals and aspirations. Led by Managing Director Joanne Zhong, the group boasts extensive expertise in navigating complex cross-border risks and regulations, offering services such as investment, liquidity solutions, and estate planning. With a commitment to quality client service and a solutions-oriented approach, Zhong Wealth Management Group aims to be the primary source of financial advice for its clients. Generated from the website