Marque Cohen, CMFC, CWS, CEPA, CRPC - UBS Financial Services Inc.

Carla Chen is a Managing Director at UBS Financial Services Inc., where she specializes in providing insightful, client-focused financial advice. Her mission encompasses placing clients' interests first and utilizing her bilingual skills and the firm's extensive global resources to empower clients in pursuing their personalized wealth management goals. With multiple accolades, including recognition from Barron's and Forbes, Chen demonstrates a commitment to exceptional service across various states. Her approach, known as UBS Wealth Way, aids clients in navigating their financial lives by emphasizing three key dimensions: Liquidity, Longevity, and Legacy, tailored to meet individual goals and needs. Generated from the website

We can help you embrace your financial future

Zhong Wealth Management Group, a part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals, families, and their family offices, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the group emphasizes long-term relationships and personalized strategies to help clients navigate complex financial landscapes and achieve their life goals. With a dedicated team including Authorized Officer Danyi Gu, Zhong Wealth Management Group is committed to addressing the unique challenges faced by international clients. Their expertise encompasses cross-border investment risks, estate planning, and tailored financial strategies, ensuring clients receive the highest level of service and support in managing their wealth. Generated from the website