$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
NMLS #947868
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24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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