Insight-based advice

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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

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    • CA
    • CO
    • CT
    • DC
    • FL
    • HI
    • MA
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • VT
    • WI

    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 professional, 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. Hannah resides in Boxford, MA with her husband and their son, Liam.

      • 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

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      • 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 Registered Client Associate

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            • 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

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                A leading global wealth manager

                A new era of wealth is underway

                And this is your time to define success on your terms.

                Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $7 trn

                UBS Group invested assets
                As of 12/31/2025

                51 countries

                Our global footprint

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                UBS is a leading and truly global wealth manager

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