Susan Romaine, CFP® - UBS Financial Services Inc.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with connections to Asia. The team is committed to understanding clients' unique priorities and goals, ensuring tailored strategies that address cross-border complexities, investment, and estate planning. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group's mission by managing international client onboarding and addressing complex financial needs. With a focus on personalized service and extensive knowledge of regulatory landscapes, the team aims to maintain long-term relationships through exceptional client service. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in comprehensive wealth management for ultra-high net worth entrepreneurs and families with international ties, particularly focusing on those connected to Asia. With over 15 years of experience, Joanne and her team are dedicated to developing long-term relationships while providing customized financial strategies and solutions for their clients' complex cross-border needs. Supporting Joanne is Danyi Gu, an Authorized Officer Wealth Management Associate, who plays a crucial role in navigating the intricate regulations and documentation required for international clientele. Together, they emphasize quality service and a solutions-oriented approach, ensuring clients receive tailored advice for effective investment, liquidity, and estate planning strategies. Generated from the website