Wealth advice that helps inspire confidence

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.

Two people talking overhead

Jeff Hoffman

First Vice President–Wealth Management

Financial Advisor

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change so you can embrace your financial future with confidence no matter what the environment.

Registered States:
  • CA
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NY
  • OH
  • PA
  • VA
  • VI

Education

  • Bachelor of Science in Business Degree, Finance Major, Indiana University

Credentials

  • Portfolio Manager
6905 N Wickham Road
2nd Floor
Melbourne, FL 32940
  • (321) 722-5444

Email Me

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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