The Ling Group - UBS Financial Services Inc.

Zhong Wealth Management Group, led by Joanne Zhong, CFP®, CRPC®, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with ties to Asia. With over 15 years of experience, Joanne and her team focus on fostering long-term relationships while delivering tailored strategies that address complex cross-border investment, estate planning, and liquidity challenges. Danyi Gu, an authorized officer and wealth management associate, supports the group in navigating international compliance and client onboarding. She brings extensive expertise in trading strategies, stock transfers, and cash flow management, ensuring clients receive meticulous attention to their financial needs. Generated from the website

The Engel Team at UBS Financial Services Inc. specializes in providing tailored wealth management services for successful entrepreneurs, executives, and entertainment professionals. Their approach prioritizes personalized experiences, leveraging UBS's extensive research and resources to develop comprehensive financial plans that meet each client's unique goals and challenges. With a commitment to addressing clients' liquidity, longevity, and legacy needs, the team offers expertise in investment management, retirement planning, wealth transfer strategies, and life transition support. Their accolades, including recognition as Forbes' Best-in-State Wealth Advisors, reflect their dedication to helping clients navigate the complexities of their financial lives. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.