Wealth advice that helps inspire confidence

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andrew Keller

    Andrew Keller, CFP®, CRPC®

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • ME
    • NH
    • NY
    • RI
    • UT

    Andrew delivers personalized wealth management advice to a select number of high net worth individuals and families. He utilizes integrated planning strategies to help clients manage both sides of their personal balance sheets efficiently. After thoroughly understanding his clients' investment personality and financial goals, he implements a customized plan tailored to their specific needs, including strategies for retirement planning, asset and liability management, tax and estate planning strategies, and life insurance analysis and funding.

    Andrew leans on over 17 years of experience in the financial services industry and has successfully navigated clients through multiple market climates since he began his career after graduating from Vanderbilt University with a Bachelor of Arts in Economics. Prior to joining UBS in October 2020, he was a Vice President and Wealth Management Advisor with Merrill Lynch.  Passionate about delivering excellent service, he holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He is committed to prioritizing his clients' best interests first.

    Outside of the office, Andrew loves to spend time with his wife Meri and his children Walter and Sadie in their coastal town of Marblehead. He enjoys sharing in activities with his family such as skiing in the mountains of New Hampshire and Vermont, boating along the North Shore of Boston, playing squash at the Lynch/van Otterloo YMCA, and as a native Western New Yorker, supporting his lifelong favorite team, the Buffalo Bills. Active in the community, Andrew volunteers as a commissioner and coach for the New England Flag Football League and participates in UBS' Season of Service programs which benefit several organizations throughout Massachusetts, most recently the Boston Food Bank. 

      • Vanderbilt University, B.A.
      • Chartered Retirement Planning Counselor℠
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
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      Sandra Barnatchez

      Authorized Officer

      Client Associate Senior

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      • AZ
      • CA
      • CT
      • FL
      • MA
      • ME
      • NC
      • NH
      • NJ
      • NY
      • PA
      • RI
      • SC
      • TN
      • VA
      • VT
      • WA
      • WY

      Sandy has over 25 years of experience in the financial services industry. She began her career with Merrill Lynch as an Operations Manager and later a Compliance Officer. She joined UBS in 2011 as a Senior Registered Service Associate; her primary responsibilities are client focused, from opening and servicing new relationships to the ongoing client experience. Sandy takes pride in developing close relationships and true understanding of all our clients' individual needs and situations. Sandy holds the Series 3, 7, 9, 10 and 63 licenses.

            8 Essex Center Drive
            2nd Floor
            Peabody, MA 01960
          • Sandra J

            Sandra Jodelka

            Client Associate

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              Sandra joined UBS in 2020 supporting the Boston Office Market Head and entire branch office followed by being a Client Service Associate with a Private Wealth Management team based in Boston, MA. She now assists FA’s in the WM and PWM group by providing administrative support and client services. Prior to joining UBS, Sandra was a Resident Director at Lesley University within the Office of Residential Life where she was responsible for supervising a staff of 10 students and residence halls. She graduated from University of Bridgeport earning a Bachelor of Science and from Lesley University earning her Masters in International Higher Education.  Sandra enjoys spending time with loved ones, staying active with various sports and exploring her new home state, Utah.  

                    Home Worker UT
                    Home Worker UT, UT 000
                  • Roger Kraus


                    Senior Wealth Management Banker

                    Current role and areas of expertise

                    Traditionally, clients tend to concentrate on their assets when considering their financial situation. However, the use of strategic financing or other banking solutions may be an important component of a client’s overall wealth management plan. Senior Wealth Management Bankers are responsible for providing Financial Advisors and their clients with banking solutions that complement a client's overall wealth management objectives. As a Senior Wealth Management Banker, Roger provides expertise in the following areas:

                    1. Securities Backed Lending
                    2. Residential and Commercial Mortgages
                    3. Cash management and Credit Cards
                    4. Art, aircraft and yacht financing

                    Professional history

                    Roger Kraus returns to UBS as a SWMB for the Greater Boston Market.  He began his career with UBS in 2006, first at 1285 Ave of the Americas in NY, then  in the Private Wealth office at 299 Park Ave.  In 2009, his FA team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank as an FA in their Law Firms Group. 

                    Education and personal information

                    Roger has a degree in English Literature and Performance,  and enjoyed a 10+ year career as a professional actor in New York City and nationally before starting his career in finance.  He currently lives in Boston's historic South End.

                  • Mike Alexander

                    Managing Director

                    WMA Regional Sales Director New England Region

                    Professional History

                    Mike focuses on working with Financial Advisors in implementing and tailoring UBS Asset Management's wealth management services and portfolio strategies to the goals and needs of their clients, including institutions and individuals.  He focuses on managing relationships in the New England territory, which includes Connecticut, Massachusetts, Rhode Island, New Hampshire, Maine and Vermont.

                    Mike joined the firm in 2005. Prior to joining the firm, Mike was with Brinker Capital as an Investment Consultant in the New England Region.

                    At UBS Asset Management, he was a Senior Internal Investment Consultant on the National Sales Desk with UBS Global Asset Management.

                    Prior to his current position, Mike was the National Desk Manager where he oversaw the distribution efforts of a team of InternalConsultants.


                    Mike received his BA from Villanova University (US).

                    Mike holds FINRA Series 7 and 66 Licenses and is a Series 24 General Securities Principal.

                    Years of investment industry experience: 20

                  • Morgan Hyland


                    Wealth Planning Specialist

                    Morgan is a Wealth Planning Specialist. She is responsible for providing Financial Advisors and their clients with objective advice on plan design, strategies and implementation. Through a comprehensive financial plan, Morgan offers guidance to clients on topics such as retirement planning, higher education planning, insurance, long-term care, annuities, trust services, philanthropy and estate planning strategies.

                    Prior to her current role, Morgan focused on business development and strategic initiatives for the wealth planning organization. In addition, she was the product manager for the preferred planning platform and was responsible for the team’s content and marketing strategy. Morgan began her career in the UBS Graduate Talent Program, a two year rotational program that exposes college graduates to different divisions within UBS Wealth Management Americas.

                    Morgan graduated from Vanderbilt University, where she majored in Engineering Science and Spanish and minored in Engineering Management. She has her Series 7 and Series 66 licenses with FINRA and is a CERTIFIED FINANCIAL PLANNER™ professional.  


                  Connecting you to the deep resources of UBS

                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.


                  A way forward

                  Goals-based planning

                  Goals-based planning

                  UBS Wealth Way

                  UBS Wealth Way

                  How can you be more certain in an uncertain market?

                  Let's put your plan in place, for today, tomorrow and for generations to come

                  You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $3.9 trillion

                  In invested assets globally 
                  As of 12/31/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager