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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.

Helen Hoffman

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- WA
CA License #0M15390

Coming from a family of thirteen, Helen has always been passionate about helping others. She finds great satisfaction in building long-term client relationships. As an advocate for her clients, family and friends, she listens to what is most important, reviews all relevant aspects of their lives and creates individualized and tailored solutions. She has established herself as a key trusted advisor in her clients' financial lives.

With over 30 years of experience providing knowledgeable financial guidance and wealth management solutions, Helen possesses a strong background in financial markets and a comprehensive understanding of financial products. She has extensive experience assisting affluent families and business owners with retirement solutions, asset allocation, portfolio management, fixed income portfolio construction, estate planning techniques and concentrated stock strategies. Helen began her career at EF Hutton in 1982 and earned her Certified Branch Office Operations Manager Designation.

Helen specializes in working with high net worth families, business owners and corporate executives. By 1995, she was Director of her own firm which allowed her to fully appreciate the importance of comprehensive financial planning. Given the sophisticated needs of her clients, Helen joined Merrill Lynch in 1998 and also served in a dual role as a Wealth Management Advisor and as Resident Director/Branch Manager.

Helen joined UBS in October 2012, bringing her considerable skillset to the leading global wealth management firm and best positioned to provide world class advice and solutions for her clients. They enjoy and benefit from her hands-on style and creative solutions.

Helen received her degree in Science from Canton ATC, Canton, N.Y. In her free time, Helen enjoys skiing, sport clay shooting, chasing her dogs and traveling with her husband, Eddie.
- Chartered Retirement Planning Counselor
1285 Avenue Of The Americas
New York, NY 10019

helen.hoffman@ubs.com

Helen Hoffman

1285 Avenue Of The Americas,New York,NY,10019

Helen Hoffman

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- WA
CA License #0M15390

Coming from a family of thirteen, Helen has always been passionate about helping others. She finds great satisfaction in building long-term client relationships. As an advocate for her clients, family and friends, she listens to what is most important, reviews all relevant aspects of their lives and creates individualized and tailored solutions. She has established herself as a key trusted advisor in her clients' financial lives.

With over 30 years of experience providing knowledgeable financial guidance and wealth management solutions, Helen possesses a strong background in financial markets and a comprehensive understanding of financial products. She has extensive experience assisting affluent families and business owners with retirement solutions, asset allocation, portfolio management, fixed income portfolio construction, estate planning techniques and concentrated stock strategies. Helen began her career at EF Hutton in 1982 and earned her Certified Branch Office Operations Manager Designation.

Helen specializes in working with high net worth families, business owners and corporate executives. By 1995, she was Director of her own firm which allowed her to fully appreciate the importance of comprehensive financial planning. Given the sophisticated needs of her clients, Helen joined Merrill Lynch in 1998 and also served in a dual role as a Wealth Management Advisor and as Resident Director/Branch Manager.

Helen joined UBS in October 2012, bringing her considerable skillset to the leading global wealth management firm and best positioned to provide world class advice and solutions for her clients. They enjoy and benefit from her hands-on style and creative solutions.

Helen received her degree in Science from Canton ATC, Canton, N.Y. In her free time, Helen enjoys skiing, sport clay shooting, chasing her dogs and traveling with her husband, Eddie.
- Chartered Retirement Planning Counselor
1285 Avenue Of The Americas
New York, NY 10019

helen.hoffman@ubs.com

Helen Hoffman

1285 Avenue Of The Americas,New York,NY,10019

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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