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.

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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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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
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    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
      32nd and 33rd floors
      Boston, MA 02109
    • Seth Albeck

      Seth Albeck

      Senior Wealth Strategy Associate

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      • AZ
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      • DC
      • FL
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      • IL
      • MA
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      • NC
      • NH
      • NJ
      • NY
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            One Post Office Square
            32nd and 33rd floors
            Boston, MA 02109
          • Frank Sullivan

            Frank Sullivan

            Senior 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
                  32nd and 33rd floors
                  Boston, MA 02109

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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