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Hoffman Named By Financial Times as Top Retirement Advisor

Tysons-based Merrill Financial Advisor Brings Industry-Leading Retirement Acumen To Clients

Lee H. Hoffman, C(k)P®, CFA®, CFP®, CPFA, CRPC®, of Bank of America Merrill Wealth Management in Tysons Corner and Vienna, Virginia
Lee H. Hoffman, C(k)P®, CFA®, CFP®, CPFA, CRPC®, of Bank of America Merrill Wealth Management in Tysons Corner and Vienna, Virginia

In October, Lee H. Hoffman, C(k)P®, CFA®, CFP®, CPFA, CRPC®, a financial advisor based in the Tysons Corner office of Merrill Wealth Management, learned that he'd been named to the FT401, a list compiled by the Financial Times of the nation's top retirement advisors.

Hoffman has become a mainstay on the FT401, first earning recognition for his retirement advisory services in 2015. Patch reported on Hoffman's 2018 listing to the FT401 last December.

Hoffman, an advisor with Merrill since 1997, is a member of the CFA® Institute and the CFA® Society of Washington, D.C. As a Merrill Retirement Benefits Consultant, he's among a select group of advisors designated by the firm to provide co-fiduciary consulting services to defined contribution plan sponsors.

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More about Hoffman and his practice, the Hoffman Whipkey Group of Merrill Wealth Management, is available at https://fa.ml.com/virginia/vienna/hoffmanwhipkey and by calling 703-748-6388.

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