UBS Financial Services, Inc
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Zhong Wealth Management Group, part of UBS Financial Services, Inc., specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with international ties and interests in Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through customized financial strategies and quality client service.
Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team by managing complex cross-border financial transactions and ensuring compliance with international regulations. Together, they focus on delivering tailored advice and innovative solutions to help clients preserve and grow their wealth across generations.
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