Patrick Galligan - UBS Financial Services

UBS Financial Services Inc. in San Francisco, CA, specializes in providing personalized wealth management strategies tailored to meet the unique needs of individuals and families. With over 160 years of experience, the firm boasts a team of top financial advisors committed to fostering lasting relationships through quality client service and insightful financial guidance. Led by Executive Director Jaspreet Jesse Puri, the office focuses on understanding clients' financial goals and empowering them with comprehensive strategies for long-term success. The team includes professionals like Lisa Monica, who emphasizes exceptional client service, ensuring that UBS remains a primary source of financial advice for its clients. Generated from the website

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with strong connections to Asia. Led by Managing Director Joanne Zhong, the team focuses on developing long-term relationships and offering customized strategies that address clients' unique financial needs and goals. With over 15 years of experience, Joanne and her team utilize global resources to guide clients through complex cross-border investment regulations, estate planning, and liquidity solutions. Supported by Wealth Management Associate Danyi Gu, who has expertise in international client onboarding and fiscal compliance, the group remains dedicated to delivering exceptional client service and solutions tailored to diverse financial landscapes. Generated from the website