Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Hannah Doherty

First Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • Saint Michael's College, Bachelor's in Business Administration

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Wealth Management Advisor℠
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

Email Me

hannah.doherty@ubs.com
Hannah Doherty
One Post Office Square,Boston,MA,02109

Seth Albeck

Senior Wealth Strategy Associate

Registered States:
  • 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

Email Me

seth.albeck@ubs.com
Seth Albeck
One Post Office Square,Boston,MA,02109

Frank Sullivan

Senior Client Associate

Registered States:
  • 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

Email Me

frank.sullivan@ubs.com
Frank Sullivan
One Post Office Square,Boston,MA,02109