Wasserman, Gallo & Associates - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Santa Barbara, CA, specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals, families, and their family offices, particularly with strong ties to Asia. Led by Managing Director Joanne Zhong, the team is committed to developing long-term relationships and delivering tailored financial strategies to help clients achieve their financial goals while navigating the complexities of cross-border investments and estate planning.

Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team by managing international client onboarding, documentation of complex trust and estate structures, and fiscal compliance. Together, they focus on providing clients with exceptional service, leveraging extensive global resources and a deep understanding of the intricacies of international wealth management.

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