Nicholas Patrick Schirripa, Cfa, CRPS - Ubs Financial Services

The Reese Ahmed Group at UBS Financial Services, located in Beverly Hills, CA, is dedicated to providing comprehensive wealth management solutions to ultra-high net worth individuals and families, particularly those with ties to Asia. With a strong emphasis on building long-term relationships and understanding clients' unique financial goals, the team strives to be a primary source of financial advice tailored to diverse needs. Led by Managing Director Joanne Zhong, who boasts over 15 years of experience in international wealth management, the group employs a solutions-oriented approach that addresses the complexities of cross-border investments and estate planning. Supported by Wealth Management Associate Danyi Gu, the team is committed to delivering personalized service, ensuring clients navigate the intricacies of global markets successfully. Generated from the website

Visit our office today located in Beverly Hills, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing customized financial strategies for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. With a mission to build long-term relationships, the team emphasizes a comprehensive understanding of client goals and risk management in a complex international landscape. Led by Managing Director Joanne Zhong, who boasts over 15 years of experience, the group focuses on estate planning, investment solutions, and cross-border business challenges. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team’s efforts with expertise in international compliance and complex financial transactions. Generated from the website