Helen Vollmer - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing tailored financial strategies for ultra-high net worth clients, particularly those with international ties. Led by Managing Director Joanne Zhong, the team focuses on building long-term relationships and delivering comprehensive wealth management solutions that encompass investment, estate planning, and compliance with complex cross-border regulations.

With a strong emphasis on client service, the group employs a solutions-oriented approach and leverages extensive global resources to help clients achieve their financial goals. The team, which includes experienced professionals like Danyi Gu, is committed to navigating the intricate financial landscape for businesses and families, ensuring that their wealth is preserved and passed down through generations.

Generated from the website