The Soriano McKinney Hargis Group - UBS Financial Services Inc.

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555 California St Fl 32
San Francisco, CA 94104
+1 (415) 963-5255
https://advisors.ubs.com

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Francisco, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with strong connections to Asia. Led by Managing Director Joanne Zhong, the team focuses on developing long-term relationships and offering customized strategies that address clients' unique financial needs and goals.

With over 15 years of experience, Joanne and her team utilize global resources to guide clients through complex cross-border investment regulations, estate planning, and liquidity solutions. Supported by Wealth Management Associate Danyi Gu, who has expertise in international client onboarding and fiscal compliance, the group remains dedicated to delivering exceptional client service and solutions tailored to diverse financial landscapes.

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