UBS Financial Services Inc.

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775 Page Mill Rd
Palo Alto, CA 94304
+1 (650) 496-7000
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing comprehensive wealth management services for ultra-high net worth entrepreneurs, families, and their family offices. With a focus on developing long-term relationships, the team emphasizes quality client service and customized financial strategies tailored to individual needs.

Led by Managing Director Joanne Zhong, who has over 15 years of experience in international wealth management, the group specializes in addressing complex cross-border issues and investment strategies for clients with strong ties to Asia. Supported by a skilled team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group is committed to delivering practical solutions that help clients preserve and grow their wealth for future generations.

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United States›California›Palo Alto›UBS Financial Services Inc.

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