Wealth advice that helps inspire confidence

The strength of your business is reflected in the dedication of your employees. When it comes to administering your equity compensation plans, it's more important than ever to have the right advisor at your side. Whether we're advising a new professional or your most seasoned senior executive, we provide equity plan services, financial wellness solutions and personalized advice and education across your company.

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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:
  • AL
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MS
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VI
  • VT


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


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

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Preparing your business

Though many business owners have an idea about what their future may hold, few have developed a plan. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.

We can provide you with a plan of action for how best to sell it, helping you think through important questions such as:

  • What are your desired financial objectives?
  • Is there a strong management structure and succession plan?
  • Do you have a realistic picture of the net after-tax sale proceeds to help determine the most advantageous way to structure the sale for tax purposes?
  • Are there activities you and your team can accomplish in the near term to maximize the value of your business before sale?
  • Do you have a good understanding of how your company is currently valued within your industry?
  • Do you have a comprehensive risk management assessment for the business?
  • If it’s a family business, have you come to an understanding with the next generation on roles and responsibilities?


Executive decisions

Advice for business owners

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch

UBS AG, long-term senior secured debt rating. As of 03/31/2024

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report