Taylor Thompson-UBS Financial Services Inc

Zhong Wealth Management Group, led by Joanne Zhong, offers tailored financial strategies for ultra-high net worth entrepreneurs and families with a focus on international clientele, particularly those with ties to Asia. The firm emphasizes building long-term relationships through quality client service and comprehensive wealth management solutions that address complex cross-border regulations and investment strategies. Danyi Gu, serving as an Authorized Officer and Wealth Management Associate, supports the team's mission by handling international client onboarding and providing expertise in restricted stock transactions and fiscal compliance. Together, they leverage their extensive experience and strong global networks to empower clients in preserving and growing their wealth for future generations. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc, specializes in providing comprehensive wealth management strategies tailored for ultra-high net worth individuals and families, particularly those with connections to Asia. With a commitment to quality client service, the team emphasizes building long-term relationships by understanding their clients' unique goals and challenges. Led by Managing Director Joanne Zhong, who has over 15 years of international experience, the group offers a broad range of services, including estate planning, investment solutions, and cross-border business advice. Supported by Wealth Management Associate Danyi Gu, their expertise in navigating complex regulations and financial structures ensures clients receive the guidance needed to preserve and grow their wealth effectively. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management services to ultra-high net worth clients, particularly those with strong ties to Asia. The team is dedicated to building long-term relationships and offering tailored financial strategies that address complex cross-border risks, estate planning, and business investments. Supported by Wealth Management Associate Danyi Gu, the group focuses on international client onboarding and compliance, ensuring that clients receive personalized attention and strategic solutions. With extensive experience in both the U.S. and Asia, Zhong Wealth Management Group offers a unique perspective on financial advising that emphasizes quality service and a deep understanding of client goals. Generated from the website