$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Financial Advisor
As a Financial Advisor in the 1285 Headquarters Wealth Management office of UBS, Jin focuses on total wealth management and provides strategies for multi-dimensional personal and business finances. Jin insists on understanding the specific situations of clients with whom she works, thereby allowing her to establish objectives, develop appropriate strategies, recommend solutions, and review the progress they are making together.
Experience to guide you forward
Prior to UBS, Jin was with the Merrill Lynch Global Wealth Management Group for 21 years. Prior to that, she was with KPMG in Hong Kong as an auditor. She is a member of the American Institute of CPAs. Jin does not provide tax advice in her current role at UBS. Jin is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Board of Standards, Inc and a Chartered Retirement Planning CounselorSM (CRPC®).
Outside the office
Jin lives in Manhattan with her husband, David and her son, Miles.
Executive Director
Structured Solutions Consultant
Director
Senior Wealth Management Banker - Mortgages
Wealth Planning Associate
Director
Wealth Management Salesperson
Managing Director
Family Office Consultant
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager