Lee Hoffman

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