Herbert Hoffman

Herbert Hoffman Email and Phone Number

Senior Vice President - Wealth Management - Wealth Advisor @ UBS
Roslyn, NY, US
Herbert Hoffman's Location
Roslyn, New York, United States, United States
Herbert Hoffman's Contact Details

Herbert Hoffman work email

Herbert Hoffman personal email

n/a
About Herbert Hoffman

As one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor, I am uniquely qualified to provide highly personalized wealth management services to my clients. Wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. Ours is a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. We help deliver our client's goals through the use of investments, insurance, qualified plans, credit, estate planning and more. Working with clients to achieve their life's goals is our team’s passion. I live in Roslyn with my wife and two rescue dogs. Our two sons reside in Manhattan. I'm an active volunteer with many charities including SIBSPLACE® at South Nassau Community Hospital and sit on the boards of the National Multiple Sclerosis Society and JDRF Long Island Chapters. **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Herbert Hoffman's Current Company Details
UBS

Ubs

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Senior Vice President - Wealth Management - Wealth Advisor
Roslyn, NY, US
Website:
ubs.com
Employees:
81377
Herbert Hoffman Work Experience Details
  • Ubs
    Senior Vice President - Wealth Management - Wealth Advisor
    Ubs
    Roslyn, Ny, Us
  • Ubs
    Senior Vice President - Wealth Management - Wealth Advisor
    Ubs Sep 2004 - Present
  • Morgan Stanley
    Vice President
    Morgan Stanley Nov 2001 - Sep 2004
  • C.E. Unterberg, Towbin
    Vice President
    C.E. Unterberg, Towbin Jan 1999 - Nov 2001

Herbert Hoffman Education Details

Frequently Asked Questions about Herbert Hoffman

What company does Herbert Hoffman work for?

Herbert Hoffman works for Ubs

What is Herbert Hoffman's role at the current company?

Herbert Hoffman's current role is Senior Vice President - Wealth Management - Wealth Advisor.

What is Herbert Hoffman's email address?

Herbert Hoffman's email address is he****@****ubs.com

What schools did Herbert Hoffman attend?

Herbert Hoffman attended American University, Horace Mann School.

Who are Herbert Hoffman's colleagues?

Herbert Hoffman's colleagues are Heather Phillips, Cfp®, Crpc™, Naomi Brüesch, Adonis Y., Nagulan Saravanamuttu, Alex Mitchell, Madhavi Gadiraju, Thomas Sheehan.

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