The right moves for your financial future

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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  • Hannah Wolfe Profile Photo

    Hannah Doherty

    First Vice President–Wealth Management

    Financial Advisor

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

    Hannah started in the financial services industry in 2008. She takes a detailed approach to wealth management. Hannah 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 (CFP®) 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 (MA, NH, FL, CO). Hannah resides in Boxford, MA with her husband
    and three sons. She 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℠
      • Portfolio Manager
      One Post Office Square
      33rd floor
      Boston, MA 02109
      hannah.doherty@ubs.com
      Hannah Doherty
      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
          • 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
                Three generations in apple orchard

                Turn possibilities into a plan

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                A leading global wealth manager

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                Tariffs, volatility and your portfolio

                Are you ready?

                In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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                UBS Group invested assets
                As of 12/31/2024

                51 countries

                Our global footprint

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                UBS is a leading and truly global wealth manager

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