Sign In
Get Clay Free →

Suggestions

    Lee Hoffman

    Wealth Management Advisor

    Lee Hoffman is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, based in Vienna, Virginia.13 He holds several professional certifications including CFA, CFP®, CPFA™, and CRPC™.1 Hoffman specializes in wealth and investment management services for individuals, corporations, and employee benefit plans in both for-profit and non-profit sectors.2

    As part of the Hoffman Group at Merrill, Lee offers comprehensive financial services including:

    1. Personalized wealth management strategies
    2. Retirement planning for businesses and their employees
    3. Fiduciary advisory services
    4. Education and plan services for corporate clients

    Hoffman has received recognition in the industry, being named to the Financial Times "401 Top Retirement Plan Advisers" list from 2015 to 2018.1 He is also among a select group of Merrill Lynch Wealth Management advisors designated as a Bank of America Global Institutional Consultant.1

    His approach focuses on understanding clients' full financial pictures and creating flexible strategies to help them pursue their financial goals while navigating changing market conditions.1

    Highlights

    Apr 18 · advisor.ml.com
    Hoffman Group, Financial Advisors in Vienna, VA 22182 | Merrill
    Hoffman Group, Financial Advisors in Vienna, VA 22182 | Merrill
    Oct 4 · BenefitsPro
    Top DC plan advisors listed - BenefitsPro

    Related Questions

    What are Lee Hoffman's specific areas of expertise in wealth management?
    How has Lee Hoffman been recognized in the financial industry?
    What services does Lee Hoffman offer to corporate clients?
    Can you provide examples of Lee Hoffman's success stories?
    What qualifications does Lee Hoffman hold?
    Lee Hoffman
    Lee Hoffman, photo 1
    Lee Hoffman, photo 2
    Get intro to Lee
    Add to my network

    Location

    Washington D.C. Metro Area