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
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • ME
    • NH
    • NJ
    • NY
    • PA
    • RI
    • UT
    • VT
    • WA

    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 18 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 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.

      • Vanderbilt University, B.A.
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor
      One Post Office Square
      35th floor
      Boston, MA 02109
      andrew.e.keller@ubs.com
      Andrew Keller, CFP®, CRPC®
      One Post Office Square,Boston,MA,02109
    • sandra photo

      Sandra Barnatchez

      Authorized Officer

      Senior Client Associate

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • MA
      • MD
      • ME
      • MI
      • MN
      • 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.barnatchez@ubs.com
            Sandra Barnatchez
            8 Essex Center Drive,Peabody,MA,01960
          • Daniel

            Daniel McLaughlin

            Financial Advisor

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            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • LA
            • MA
            • MD
            • ME
            • MO
            • NC
            • NH
            • NJ
            • NY
            • OH
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • VA
            • VT
            • WA
            • WV

            Dan is a Wealth Planning Associate located in Boston, MA. He is responsible for providing Financial Advisors and their clients with objective advice on plan design, strategies and implementation.

            Prior to his current role, Dan worked at MFS Investment Management as a Regional Sales Representative. He communicated with Financial Advisors to provide their clients with relevant investment strategies.

            Dan graduated from Northeastern University, where he majored in Finance. He has his Series 6, 7, 63 and 66 licenses with FINRA and is an
            Accredited Wealth Management Advisor℠ (AWMA®).

             

                  One Post Office Square
                  35th floor
                  Boston, MA 02109
                  daniel.e.mclaughlin@ubs.com
                  Daniel McLaughlin
                  One Post Office Square,Boston,MA,02109
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                  Daniel Tovar

                  Client Associate

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                    Daniel joined UBS in 2019 assisting Financial Advisors out of New York and California before becoming a Client Service Associate on our wealth management team based in Boston, MA. His primary tasks are client focused, from opening and servicing new accounts and relationships to assisting clients with their banking needs. Prior to joining UBS, Daniel worked for a non-profit assisting activists in Cuba, providing them with humanitarian aid. He graduated from Florida International University with a Bachelor’s in Political Science and a minor in Criminal Justice. Born and raised in Miami, Daniel spends his time relaxing at home in Revere or adventuring with his girlfriend and baby Emi, while rooting for all of his hometown sports teams.

                     

                          One Post Office Square
                          35th floor
                          Boston, MA 02109
                          daniel.tovar@ubs.com
                          Daniel Tovar
                          One Post Office Square,Boston,MA,02109
                        • Roger Kraus

                          NMLS #947868

                          Senior Wealth Management Banker, UBS Bank USA

                          Current role and areas of expertise

                          Roger joined UBS Bank USA in 2016 and he is currently a Senior Wealth Management Banker covering the Greater Boston and Northern New England Markets.

                          Roger has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                          Professional history

                          Roger began his career with UBS in 2006, first as a Client Service Associate in Wealth Management NY, then Private Wealth NY.  In 2009, his team moved to Credit Suisse, and in 2010, Roger moved on his own to JPMorgan Private Bank and started a career as an Financial Advisor in their Law Firms Group, working with top lawyers and law firms in New York.

                          Education and personal information

                          In Roger’s role as a Senior Wealth Management Banker his NMLS # is 821627. He holds his Series 7 and 66 securities licenses, and has a degree in English Literature and Performance.  He enjoyed a 15+ 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.

                          Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                        • Mike Alexander

                          Managing Director

                          Divisional Manager, New England, UBS Asset Management

                          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.

                          Education

                          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

                        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.

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                        Wealth from your point of view

                        An approach that works for your entire financial life
                        Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

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