Susan Wong - UBS Financial Services Inc.
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UBS Financial Services Inc. is a global leader in wealth management, offering investment advisory and brokerage services to clients. With over $5 trillion in invested assets globally and a presence in 51 countries, UBS is committed to understanding and meeting the unique financial needs of its clients. Backed by a long history of resilience and expertise, UBS provides finely crafted financial advice that helps clients turn their financial vision into a reality.
As an SEC-registered investment adviser and broker-dealer, UBS operates under separate arrangements for investment advisory and brokerage services. Clients can rely on UBS's global footprint and the strength of its financial advisors to navigate a wide range of financial challenges and market opportunities. With a focus on legacy planning and understanding what matters most to clients, UBS strives to leave behind a lasting legacy for generations to come.
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