Helen Hoffman

Helen Hoffman, CRPC, is currently a Senior Vice President and Wealth Management Advisor at UBS Financial Services Inc., where they focus on retirement solutions, portfolio construction, and risk management. With over 30 years of experience in financial services, Helen has previously held positions at prestigious firms, including Merrill Lynch and Smith Barney. Originally trained in equine veterinarian sciences, Helen transitioned to wealth management, driven by a passion for helping affluent families and business owners protect their wealth in complex markets. Helen earned an AAS in Veterinary Science from Canton State University.