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Lee Hoffman
Wealth Management Advisor
Lee H. Hoffman, CFA, CFP®, is a Senior Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth and investment management services for individuals, corporations, and employee benefit plans across for-profit and non-profit sectors.
With a Bachelor's Degree from the University of Virginia McIntire School of Commerce, Lee's extensive expertise includes a comprehensive understanding of ERISA regulations and other legislative impacts on employee retirement plans, making him a highly valued asset for plan sponsors.
Lee is a holder of multiple prestigious designations including Chartered Financial Analyst®, Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor, and Chartered Retirement Planning Counselor SM, demonstrating his commitment to professional excellence and expertise in financial planning and investment strategies.
