Moran~Namm Group - Ubs Financial Services

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50 W San Fernando St
San Jose, CA 95113
+1 (408) 282-8465
https://advisors.ubs.com

The Zhong Wealth Management Group, part of UBS Financial Services, is dedicated to providing comprehensive financial strategies tailored to the unique needs of ultra-high net worth individuals, families, and family offices with strong ties to Asia. With a focus on building long-term relationships, the team emphasizes quality client service and a solutions-oriented approach to help clients achieve their financial goals.

Led by Managing Director Joanne Zhong, an International Wealth Management Advisor with over 15 years of experience, the group offers expertise in cross-border business investment, estate planning, and liquidity solutions. Supported by a dedicated team, including Wealth Management Associate Danyi Gu, they navigate complex international regulations to deliver exceptional financial advice and support to their clients.

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