Sean Edrington - UBS Financial Services Inc.

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555 California St Fl 32
San Francisco, CA 94104
+1 (415) 954-6815
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. With a commitment to building lasting relationships, the team focuses on understanding clients' goals and concerns to deliver customized financial strategies and quality client service.

Led by Managing Director Joanne Zhong, who has over 15 years of experience in international wealth management, the group emphasizes a solutions-oriented approach that encompasses investment, estate planning, and compliance with complex cross-border regulations. Supported by Wealth Management Associate Danyi Gu, they excel in navigating the intricate financial landscapes faced by their international clientele.

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Visit our office today located in San Francisco, 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.
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