Tom Anderson - UBS Financial Services Inc.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive private wealth management solutions tailored for ultra-high net worth individuals and families, particularly those with strong ties to Asia. The team emphasizes building long-term relationships by offering quality strategies and personalized financial advice, navigating complex cross-border risks, and ensuring effective estate planning.

Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group by managing international client onboarding and addressing complex financial needs, including restricted stock transactions and fiscal compliance. Together, they leverage extensive industry experience and a global network to help clients confidently pursue their financial goals and preserve their wealth for future generations.

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