Wealth advice that helps inspire confidence

KWCG Logo - June 2026

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.

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.

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    Andrew Keller, CFP®, CRPC®

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • VT
    • WA
    • WI

    Andrew delivers personalized wealth management advice to a select group of high-net-worth individuals, families, business owners, and nonprofit organizations. Through an integrated planning approach, he helps clients align their investments, liabilities, and broader financial goals with customized strategies for retirement planning, estate planning, insurance analysis, and wealth preservation.

    With over 20 years of experience in the financial services industry, Andrew has guided clients through a wide range of market environments. He earned a Bachelor of Arts in Economics from Vanderbilt University and joined UBS in 2020 after serving as a Vice President and Wealth Management Advisor at Merrill Lynch.

    Committed to delivering exceptional client service, Andrew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and takes a client-first approach to every relationship, helping individuals and families make informed financial decisions with confidence.

    Outside of the office, Andrew values quality time with his wife, Meri, and their children, Wally and Sadie. They spend winters skiing in Stowe, Vermont, summers at the North Shore beaches and the Corinthian Yacht Club, and year-round walking their Swiss Doodle, Barney, around their coastal town of Marblehead. A dedicated community volunteer, Andrew serves as a coach and commissioner with the New England Flag Football League, helping organize programs and mentor young athletes throughout the region. A native of Western New York, he remains an avid supporter of the Buffalo Bills—a loyalty that has been thoroughly tested by living in New England.

      • Vanderbilt University, B.A.
      • CERTIFIED FINANCIAL PLANNER
      • Chartered Retirement Planning Counselor
      One Post Office Square
      33rd Floor
      Boston, MA 02109
      andrew.e.keller@ubs.com
      Andrew Keller, CFP®, CRPC®
      One Post Office Square,Boston,MA,02109
    • Ryan

      Ryan LaPointe

      Registered Client Associate

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      • CT
      • DC
      • FL
      • MA
      • ME
      • NH
      • NJ
      • NY
      • PA
      • RI
      • TX
      • VA
      • VT

      Ryan is a Registered Client Associate who supports clients’ daily financial needs while developing a strong understanding of each relationship’s priorities. He works closely with clients to manage requests, review portfolios and organize meetings.

      Before joining the team, Ryan worked with UBS in Nashville on the Client Cash Management and Disbursements team. There he provided operational and service level support to UBS’ clients and employees nationwide. This experience enables him to deliver accurate and dependable support.

      Ryan earned his Bachelor of Science in Business Administration degree from Merrimack College with a concentration on Financial Planning. He holds Series 7, and Series 66 licenses.

      Originally from Georgetown, Massachusetts, Ryan now lives in Boston. Outside of work, he enjoys golfing, fishing and spending time with friends and family.

            One Post Office Square
            35th floor
            Boston, MA 02109
            ryan.lapointe@ubs.com
            Ryan LaPointe
            One Post Office Square,Boston,MA,02109
          • Mike Alexander

            Managing Director

            Divisional Manager, New England, UBS Asset Management

          • Peter Kong

            Peter Kong

            Executive Director

            Lead Assoc,Sales & Marketing

          • Roger Kraus

            NMLS #821627

            Senior Wealth Management Banker, UBS Bank USA, N.A.

            Current role and areas of expertise

            Roger joined UBS Bank USA in securities licenses role and 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 a 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 permissive 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, N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.

          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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          A plan to simplify your financial life

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          Turn possibilities into a plan

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          A leading global wealth manager

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          UBS Wealth Way

          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.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $7 trn

          UBS Group invested assets
          As of 12/31/2025

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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