Mark Shepherd - UBS Financial Services Inc.

Zhong Wealth Management Group, a part of UBS Financial Services Inc. in Fresno, CA, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth clients and their families, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the firm emphasizes long-term client relationships and quality service through a deep understanding of clients' financial goals and challenges, especially in cross-border investment and estate planning.

Supported by a skilled team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group offers expertise in navigating complex financial landscapes, focusing on international client onboarding, trust structures, and compliance. With a commitment to strategic, solutions-oriented advice, the group strives to enable clients to preserve and grow their wealth for future generations.

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