Moran~Namm Group - UBS Financial Services Inc.

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355 Santana Row Ste 2050
San Jose, CA 95128
+1 (408) 282-8465
https://advisors.ubs.com

The Zhong Wealth Management Group at UBS Financial Services Inc. in San Jose, CA, specializes in providing tailored financial strategies for ultra-high net worth clients, particularly those with ties to Asia. With a strong commitment to understanding clients' needs and building long-term relationships, the team is dedicated to delivering comprehensive wealth management solutions that encompass investment strategies, estate planning, and cross-border business advisement.

Led by Managing Director Joanne Zhong, the team combines over 15 years of industry experience with extensive global resources to navigate complex financial landscapes. Supported by Wealth Management Associate Danyi Gu, they focus on addressing the unique challenges faced by international clientele, ensuring meticulous attention to detail and personalized service throughout the wealth management process.

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