Experience

Makes all the difference

The Gray Group at UBS applies its depth of knowledge and experience to advise clients in wealth management and retirement planning.  We work with families and small companies to help them achieve long-term growth in their assts and to help manage risk.  It is essential that we know our clients and their families well, so that we may recognize their needs and help them to identify their overall objectives.

Our success is measured by your success. We offer a boutique approach to service, backed by the resources of one of the world's largest wealth management firms, UBS Finanical Services.  We inspire confidence, provide sound advice, nurture our relationships and become trusted partners.  We work as a team to address complex issues and tailor-make a practical strategy for you.

Timothy Gray

Financial Advisor

Tim Gray manages investments for high net-worth individuals as VP of The Gray Group at UBS, a decades-old family wealth management practice in Central MA.  Born and raised in Massachusetts, Tim left the area in 1987 but then returned in 2007 to join The Gray Group practice and to raise his own family in the same city where he grew up.  He originally left New England to attend Pomona College in Claremont California, where he received his undergraduate degree in 1991.  During this 20-year period out west, he also received two graduate degrees, including a M.A. in Communications from the University of California, Santa Barbara and a MBA from the Haas School of Business, University of California, Berkeley. 

Professionally, Tim spent 15 years as a quantitative market research executive, primarily in the mass media and new media spaces.  During this time, he worked for major global television, advertising, and public relations agencies, including the National Broadcasting Company (NBC), and Omnicom, a leading global advertising and marketing communications services company.  He also directed consumer research activities for a successful San Francisco start-up that was eventually acquired by Nielsen Media Research. 

Tim volunteers for several organizations in the area, serving as Clerk and Board Vice-Chair of the Ecotarium museum of science and nature.  He is immediate Past-President and current member of the Executive Committee of the Worcester Economic Club, which was incepted in 1903.  In the recent past he has served as President of the New England Alumni Chapter for the Haas School of Business and as President of the Worcester Tennis Club.  He has also served on the Alumni Awards Committee for his high-school alma mater (Bancroft School) and on volunteer committees for the Mohegan Council of the Boy Scouts of America, Worcester Family Health Center and the Worcester Polytechnic Institute Venture Forum.  

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of California, Santa Barbara, M.A. in Communications
  • Haas School of Business, University of California, Berkeley, MBA
55 William Street
3rd Floor
Wellesley, MA 02481

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Robert Gray

Senior Wealth Strategy Associate

As the longest-tenured member of The Gray Group at UBS, Bob manages a select number of intergenerational relationships.  He formulates a course of action and helps clients pass on their wealth to succeeding gnerations, becoming a trusted advisor to their children and grandchildren.

Bob began his career in financial services 50 years ago at Kinsley & Adams in Worcester.  A graduate of Assumption College with a degree in History and Economics, he has continuted his education in financial and legacy planning to better serve the individuals and chartitable institutions with whom he has built long-term relationships.

Bob focuses his volunteer efforts on several community organizations, among them the Boy Scouts Mohegan Council.  He has served on the Board of Trustees for Assumption College for more than a decade.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • TX
  • VT

Education

  • Assumption College, History and Economics
55 William Street
3rd Floor
Wellesley, MA 02481

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Thaddeus Niemiec

Client Associate

Thaddeus Niemiec joined The Gray Group in 2022 and serves as the team's Client Service Associate. He graduated from Ryan School of Business at Providence College in Providence, Rhode Island, earning a Bachelor of Science in Finance and Management with a core focus in Chinese. 

As the team's Client Service Associate, Thad's focus lies in simplifying the lives of clients using his resourcefulness and superior problem-solving skills. He strives to help clients recognize the full value of UBS's resources and finds great reward in strengthening relationships. Thad also holds his series 7, series 66, series 9, and series 10 securities licenses. He also earned the Accredited Asset Management Specialist™, designation from The College for Financial Planning®.

Thad currently resides in Framingham, Massachusetts. He has a passion for cooking, hiking, fishing, and traveling abroad. 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
55 William Street
3rd Floor
Wellesley, MA 02481

Email Me