Insight-based advice

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.

Eric Hoertdoerfer

Senior Vice President–Wealth Management

Eric brings over 35 years of experience to his role as a valued advisor to his clients. His exceptionally refined and focused practice has allowed him to become a highly skilled and accomplished advisor within UBS. He is one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor," qualifying him to provide highly personalized wealth management services. Eric takes pride in using the skills he has acquired working in multiple industries as well as the knowledge he has gained through a rigorous education. Eric earned a B.S. from Cornell University and an M.B.A., summa cum laude, from Babson College. An avid outdoorsman, Eric is a lifelong skier and international traveler. He volunteers his time as a Little League baseball coach and is a member of the Wachusett Mountain Ski Patrol. He resides in Woburn, MA with his wife Terri and two sons.

 

Licenses 

  • Series 7, General Securities Representative 
  • Series 31, Managed Futures Representative
  • Series 66, Investment Advisor Representative
  • Life, Health, Annuity & Disability Insurance - States of FL, MA, NH, NY, NC, OK, SC, VA
  • Long-Term Care Insurance Licensed - State of FL, MA, NH, NY, NC, OK, SC, VA
  • Mortgage Loan Originator - NMLS #1630812


Personal & Community

  • Member, National Ski Patrol
  • Member, The Cayuga Society - Cornell University
  • Little League baseball coach and Board Member
  • Resides in Woburn, MA with wife, Terri and sons, Lukas and Jacob

 

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT

Education

  • B.S., Cornell University - School of Hotel Administration, 1984 - 1988
  • M.B.A., Summa Cum Laude, Babson College - School of Business Administration, 1997 - 1999

Credentials

  • UBS Director Council, 2012, 2013, 2018, 2019, 2021, 2022
  • UBS Pacesetter Council, 2006, 2007, 2008, 2009, 2010
  • UBS Wealth Advisor Graduate Program, 2018
  • UBS Wealth Advisor Designation Recipient, 2010
  • UBS Pacesetter Client Service Award Winner, 2009

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Multi-generational families
Financial planning
Business Owners
Retirement planning
Investing
Education planning
Lending services
Long-term care planning
One Post Office Square
35th floor
Boston, MA 02109
  • (617) 439-8334

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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ElectionWatch 2024

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.

Download the report

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