With over 28 years of experience both in Asia and in the United States, Jessica is a Managing Director and the founder of the Guo Group.  She is a Senior Portfolio Manager and an International Wealth Management Advisor, an accreditation that enables her to work with clients living internationally. Prior to joining UBS in 2016, Jessica was a Managing Director at Merrill Lynch, where she began her career in wealth management in 2002.  Prior to Merrill Lynch, Jessica was a Senior Management Consultant at KPMG Consulting.

In 2020, Jessica was recognized as a "Best-in-State Advisor" and a "Top Women Advisor" by Forbes Magazine. She was also recognized in May 2021 by Working Mother Magazine as a "Top Wealth Advisor Mom". In addition to her public accolades, Jessica is a member of the prestigious UBS Pinnacle Council, which is comprised of the top 2% of the firm's advisors.

Passionate about giving back to her community, Jessica is active in several local non-profit organizations. She serves on the Board of Overseers at the Boston Children's Museum, board of corporations at Windsor School, as well as on the Advisory Board at the Wellesley Chinese Language School. 

Jessica holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor SM (CRPC®) as well as Certified Private Wealth Advisor (CPWA®). She received her MBA from Boston College and her undergraduate degree from Shanghai International Studies University. She is fluent in Mandarin, Cantonese, and Shanghai Dialect.

Registered States:
CA, DE, FL, IL, KS, MA, ME, MI, NJ, NY, TX, VA, VI

With over 16 years of industry experience, Michael is responsible for portfolio management, investment research, and trading. In addition to these primary responsibilities, Michael works with clientele on retirement planning, which includes creating cash flow projections as well as serving as a subject-matter expert on social security claiming strategies.

Prior to joining UBS in 2016 with Jessica, Michael was a financial advisor with the Guo Group at Merrill Lynch. Prior to joining Merrill Lynch in 2014, Michael worked as a financial analyst in the corporate finance group at State Street Bank and Trust. Prior to State Street, Michael worked at Putnam Investments, where he began his career in 2005 providing valuation services for the company’s offshore institutional funds.

Michael received his MBA from Boston College and his undergraduate degree in finance from the University of Massachusetts. Michael holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Registered States:
CA, DE, FL, GA, KS, MA, ME, MI, NJ, NY, PA, SC, TX, VA, VI

In her capacity as Senior Registered Client Service Associate on the Guo Group, Liz's responsibilities include managing the team's daily operations, including new account opening and maintenance, wire processing, RMD calculations, and performance reporting. In addition to these primary responsibilities, Liz also assists with the team's trading and marketing efforts.

Liz holds the designation for Chartered Retirement Planning Counselor ™.  Prior to joining UBS in 2018, Liz worked for 5 years at Morgan Stanley and for 3 years in banking. She earned her Bachelor of Science in Operations Management from the University of Massachusetts Dartmouth.  In December 2019, Liz proudly earned her MBA from Clark University.

Registered States:
CA, DE, FL, IL, KS, MA, ME, MS, NH, NJ, NY, PA, RI, TX, VA, VI

Having worked both in China and in the United States, Sunny joined UBS in 2019 with over 16 years of sales and client service experience. In her capacity as a Registered Client Service Associate on the Guo Group, she is responsible for account opening, account maintenance and wire processing.  She is also developing her expertise in servicing the needs of international clientele.  

Sunny holds the designation for Chartered Retirement Planning Counselor ™.  Prior to joining UBS, Sunny held the position of Small Business Consultant at Bank of America, where she received the bank's "Rising Star" award. Prior to Bank of America, Sunny was a sales manager for a global construction equipment company. Prior to that, Sunny worked in China for a company engaged in international trade. Sunny received her Bachelor of Arts from Shanxi University in China. Sunny is fully licensed with series 7 and series 65.  

Registered States:
CA, DE, FL, KS, MA, ME, NJ, NY, TX, VA, VI