Victor Villagracia, CIMA, CRPS - UBS Financial Services Inc.

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Barry McMullan is a First Vice President in Wealth Management at UBS Financial Services Inc., located in San Francisco, CA. He focuses on building lasting relationships with clients by providing thoughtful financial planning and wealth management that encompasses all aspects of their financial lives. With over 160 years of experience, UBS is a leading global wealth manager that offers a comprehensive approach to wealth management through its UBS Wealth Way framework, which emphasizes liquidity, longevity, and legacy. The firm is dedicated to guiding clients through major life events and helping them preserve and pass on their wealth while navigating market opportunities and challenges. Generated from the website

The Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive private wealth management solutions to ultra-high net worth clients, particularly those with connections to Asia. With over 15 years of experience in wealth management, the team is dedicated to developing long-term relationships and offering tailored strategies that address the unique challenges of cross-border investments and estate planning. Supporting the mission of the group, Wealth Management Associate Danyi Gu brings expertise in managing complex client needs, including international client onboarding and compliance. Together, they leverage the extensive resources of UBS to ensure clients receive quality financial advice and personalized service, helping preserve and grow their wealth for future generations. Generated from the website