Family. Wealth. For Generations.

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May Chong, Managing Director-Wealth Management, is a Senior Portfolio Manager and International Private Wealth Advisor at UBS Financial Services.

May joined UBS Financial Services Inc. in 2016 after spending over 20 years at Merrill Lynch. Using a disciplined process of customized wealth management and estate planning approach, May has been helping ultra-high net-worth and high net-worth clients, families and institutions achieve their financial goals across the US and Asia since 1993. She uses her vast experience to provide a long term, consistent, and profitable investment relationship.  Her areas of experience include, but are not limited to, wealth planning, estate planning, cross-border wealth management, advisory programs, and lending. Understanding, empathy, and trust are her most important values.

May received a B.A. in Economics from University of California, Los Angeles (UCLA) and is also an active member of the UCLA community. She holds Series 3, 63, 66 and 7 securities licenses, life & health insurance licenses and is also fluent in Cantonese, Mandarin and English.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Private Wealth Advisor

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Tony Chou is a seasoned financial professional based in Los Angeles, with over a decade of experience at renowned firms such as Smith Barney, Morgan Stanley, and Merrill Lynch. During his tenure in these institutions, Tony specialized in Private Wealth Management within the International Division. Over the past eight years, he has led a Los Angeles-based multifamily office, focusing on private deals, and served as a venture partner at New York’s K50 Ventures, overseeing investments in real estate and life science companies.

Tony currently leverages his extensive operational experience to concentrate on investments for founders, business owners, and family offices. He is a strong advocate of a “value-add” approach, with a particular emphasis on tax-efficient strategies to manage wealth across generations. Tony holds a BA in Economics from the University of California, Irvine, and is certified with Series 7, 66 securities licenses, and is CRPC certified. He is also proficient in conversational Mandarin.

Beyond his professional commitments, Tony is deeply involved in his community. He serves on the Board of the Asian Pacific Community Fund, is an elected councilman for the City of San Marino, and coaches volleyball at the San Marino High School As a dedicated Rotarian, Tony continues to contribute his time and expertise to service his city and its residents.

• Chartered Retirement Planning Counselor

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Jonathan joined UBS Financial Services Inc. in 2018. He brings his genuine passion for helping others and is dedicated to providing exceptional service to all clients. As the team’s Senior Wealth Strategy Associate, his primary focuses are on financial planning, portfolio analysis and modeling, developing proposals, and overseeing portfolio construction and implementation. Prior to joining UBS, Jonathan worked as a consultant in the technology industry for several years. He received a B.A. in Business Management Economics from the University of California, Santa Cruz. Jonathan is a CERTIFIED FINANCIAL PLANNER / CFP professional. He also holds the Series 7 & 66 licenses and life & health insurance licenses.

• CERTIFIED FINANCIAL PLANNER

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Helen joined UBS Financial Services Inc. in 2018 and has 22 years of financial services experience. Prior to UBS, she spent 4 years at HSBC providing support and advice to affluent individuals and families across a wide range of services. In addition, Helen spent over a decade of her career at Bank of America Merrill Lynch working with clients in various capacities. She has been a licensed CRPC® certificant since 2012. Helen graduated from the University of California, Irvine with a B.A. in Social Sciences and holds the Series 7 and 66 securities licenses as well as life & health insurance licenses. She is also fluent in Cantonese, Mandarin and English

• Chartered Retirement Planning Counselor