Insight-based advice

 Bill Franklin and Hannah Doherty

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.

woman telescope

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Hannah Wolfe Profile Photo

    Hannah Doherty

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA

    Hannah takes a detailed approach to wealth management. She has a thorough process focused on gaining a deep understand of her clients' personal and professional lives in order to provide customized solutions and help her clients to make important life decisions.

    As a CERTIFIED FINANCIAL PLANNER, Hannah focuses on helping to create customized financial plans and investment solutions for each clients' unique situation. She focuses on all aspects of comprehensive wealth management including retirement planning, investment solutions, insurance strategies and multi-generational wealth transfer.

    Earning her bachelor's degree in business administration from Saint Michael's College, Hannah also spent time studying abroad in London to gain new insight and perspective on the English culture and business environment. She holds Series 7 and 66 securities licenses as well as the Accredited Wealth Management Advisor (AWMA®) designation. Hannah is also health and life insurance licensed. She serves on the Big Sister Association of Greater Boston Young Professional Board. Hannah resides in Charlestown, MA and enjoys traveling and spending time with family and friends.

      • Saint Michael's College, Bachelor's in Business Administration
      • CERTIFIED FINANCIAL PLANNER®
      • Accredited Wealth Management Advisor℠
      One Post Office Square
      33rd floor
      Boston, MA 02109
      hannah.doherty@ubs.com
      Hannah Doherty
      One Post Office Square,Boston,MA,02109
    • Seth Albeck

      Seth Albeck

      Senior Wealth Strategy Associate

      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • IL
      • MA
      • MD
      • ME
      • MI
      • MN
      • MS
      • NC
      • NH
      • NJ
      • NY
      • OH
      • PA
      • RI
      • SC
      • TX
      • VA
      • VT
      • WA
      • WI

            One Post Office Square
            35th floor
            Boston, MA 02109
            seth.albeck@ubs.com
            Seth Albeck
            One Post Office Square,Boston,MA,02109
          • Frank Sullivan

            Frank Sullivan

            Senior Client Associate

            • image
            • image
            • image
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IL
            • MA
            • MD
            • ME
            • MI
            • MS
            • NC
            • NH
            • NJ
            • NY
            • OH
            • OK
            • PA
            • RI
            • SC
            • TX
            • VA
            • VT
            • WA

                  One Post Office Square
                  35th floor
                  Boston, MA 02109
                  frank.sullivan@ubs.com
                  Frank Sullivan
                  One Post Office Square,Boston,MA,02109
                Three generations in apple orchard

                Turn possibilities into a plan

                House View Monthly

                Mountain climbers on peak at sunrise

                A leading global wealth manager

                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.9+ trn

                UBS Group invested assets
                As of 06/30/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

                Insights

                This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                Go to privacy settings