Josie Hoffman
,
Assistant Vice President, Wealth Management Advisor
30 West Patrick St
Frederick, MD 21701
301.698.4732
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Josie entered the investments industry in 2003 and partnered with Merrill Lynch Wealth Management in 2005. She graduated from Pensacola Christian College in 2002 with a Bachelor of Science degree in Marketing and a minor in Finance. She also received a Master’s Degree in Management and Leadership in July of 2011 from Liberty University.

She is involved with various aspects of the Maryland community, including volunteer work with charitable organizations, and is also a member of the Merrill Special Needs Network which concentrates on helping families of children with disabilities. In connection to this focus, Josie obtained her Chartered Special Needs Consultant®, (ChSNC®) designation from The American College in 2014. This allows her to assist parents and caregivers to prepare for the future of an individual with special needs.

Josie attained her Chartered Retirement Planning Counselor, CRPC designation from College for Financial Planning Institutes Corp. in 2008. 

Josie went on to attain the CERTIFIED FINANCIAL PLANNER, certificant designation, awarded by the Certified Financial Planner Board of Standards, Inc. in July of 2011. 

With a focus on collaborating with individuals and businesses to help them pursue their financial goals, Josie utilizes the banking tools and services available at Bank of America and the investment resources of Merrill to help clients carefully select investments based on their risk tolerance and goals. When you chose to work with Josie, you can expect to have a long-term relationship focused on pursuing your specific objectives.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Josephine Hoffman is registered to do business in CA, CO, CT, DC, FL, GA, IN, MA, MD, MI, NC, NJ, NM, PA, SC, VA, WI, WV.