Short Wealth Management Group - UBS Financial Services Inc.

Mark Gregory is a Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., leveraging his extensive experience to assist clients in defining and achieving their long-term financial goals. His approach is centered on individual client priorities, employing strategies such as the UBS Wealth Way, which focuses on liquidity, longevity, and legacy to structure each client's financial planning. UBS has established itself as a leader in global wealth management, boasting over 160 years of expertise and a robust network across 51 countries. The firm is dedicated to building lasting relationships with clients while providing insights and resources designed to navigate complex market environments and address diverse financial challenges. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, provides customized financial strategies to ultra-high net worth individuals and families, focusing on international clients with strong ties to Asia. With over 15 years of experience, Joanne and her team are committed to fostering long-term relationships through comprehensive wealth management solutions that address complex cross-border risks and estate planning needs. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team's mission by assisting clients with international onboarding procedures, complex trust documentation, and fiscal compliance. Her attention to detail and dedication ensure clients receive tailored financial solutions that meet their unique requirements in a constantly evolving financial landscape. Generated from the website

Narayan Pallavur, a Vice President and Financial Advisor at UBS Financial Services Inc. in Westlake Village, CA, specializes in providing comprehensive wealth management services to high-net-worth individuals, families of multigenerational wealth, and business owners. With a focus on estate and trust planning, tax planning, and exit planning, he collaborates with clients and their trusted advisors to develop customized strategies that prioritize wealth accumulation, preservation, and transfer. With over 25 years of experience in the financial services industry, Narayan is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Certified Investment Management Analyst (CIMA). He emphasizes the importance of understanding clients' goals and concerns, fostering meaningful relationships built on transparency and trust to help clients confidently pursue their financial aspirations. Generated from the website