Charleston Investment Advisors

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in San Jose, Calif.

Zhong Wealth Management Group is a dedicated financial advisory team within UBS Financial Services Inc., based in San Jose, CA, specializing in providing customized wealth management solutions for ultra-high net worth clients, particularly those with ties to Asia. With a strong focus on building long-term relationships, their mission is to guide clients in achieving their financial goals through comprehensive financial strategies and exceptional service. The team is led by Managing Director Joanne Zhong, an accomplished International Wealth Management Advisor with over 15 years of experience, complemented by Wealth Management Associate Danyi Gu, who manages complex cross-border risks and regulations. Together, they leverage their extensive knowledge and global resources to assist clients in navigating the intricacies of wealth preservation, investment, and estate planning. Generated from the website