San Jose, CA Private Wealth Management - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc, is dedicated to providing comprehensive wealth management solutions tailored to the needs of ultra-high net worth clients, particularly those with international ties. The team, led by Managing Director Joanne Zhong, focuses on building long-term relationships through quality client service and a solutions-oriented approach to complex financial challenges. With over 15 years of experience, Joanne specializes in advising clients on cross-border business investments, liquidity solutions, and estate planning, drawing on global resources to deliver effective strategies. Supporting her efforts, Wealth Management Associate Danyi Gu enhances client experiences by managing complex trust structures, international stock transfers, and fiscal compliance, ensuring clients receive detailed attention and innovative solutions. Generated from the website

UBS Financial Services Inc. in San Jose, CA, is dedicated to understanding clients' priorities and concerns, fostering lasting relationships through quality client service. The firm emphasizes customized financial strategies to help clients confidently pursue their life goals. Led by Executive Director Emily dela Reguera, who oversees a team of 56 financial advisors managing a combined $31 billion in assets, UBS Silicon Valley Wealth Management focuses on developing the next generation of financial advisors. Administrative Manager Carrie Scaletta supports the team with over 20 years of experience in the financial services industry, promoting a productive and positive workplace environment. Generated from the website

Visit our office today located in San Jose, 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.