Planning for what matters

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As the founder of The Keyser Group, Bill works closely with his clients to provide personalized and comprehensive financial guidance to individuals and families. He has extensive experience in helping high net worth families and business owners create, implement and manage advanced financial planning strategies through a variety of market cycles. Bill works with companies of all sizes helping with various corporate financial needs and advanced planning.

His financial career began at Merrill Lynch. Bill invested 8 years at Merrill Lynch prior to joining UBS in 2002.  It was here at UBS where he founded The Keyser Group. In 2010, he received the UBS Wealth Advisor award.  Currently, Bill is a Certified Financial Planner™, Senior Vice President – Wealth Management and Senior Portfolio Manager. He graduated with a B.S. in civil engineering from the University of New Hampshire and an MBA from Southern New Hampshire University. Bill holds Series 3, 7, 63, 65 securities licenses,  is a registered Life Insurance Producer and is a Licensed Mortgage Loan Orignator - NMLS# 1630787.

Bill is also a certified PSIA Ski Instructor and is actively involved in the community. When he is not at work, monitoring the markets, or on the slopes, you can find him coaching youth soccer for the Natick Soccer Club.  He lives with his wife and two children in Natick.  Bill enjoys spending time with his family and is always up for a round of golf.

• University of New Hampshire, B.S. Civil Engineering
• Southern New Hampshire University, M.B.A.

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®

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• HI
• ID
• IL
• IN
• MA
• ME
• MI
• MO
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• NE
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• NJ
• NY
• OH
• OR
• PA
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Drawing on her previous 44 years with UBS (previously Paine Webber), Laurel can provide you with advice, insights, and customized solutions you need to pursue what's important to you now and in the future. Today, Laurel focuses on helping individuals and families manage many facets of their often complex financial lives. For each client relationship, she takes the time to understand all you want to accomplish and then helps you craft a flexible plan aligned with where you are and where you want to go, including retirement on your terms.

Laurel hold her Series 7, Series 5, Series 63, and Series 65. She is also Life and Health Insurance licensed. 

Laurel is a graduate of Connecticut College where she studied Spanish Literature. She is active in the environmental nonprofit community in New Hampshire. When she is not working, Laurel enjoys hiking, kayaking, gardening, traveling, and just about anything else outdoors.

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Charlotte joined UBS after her graduation from Villanova University. At The Keyser Group, Charlotte is responsible for client relationship management, investment research, and business development. She holds her Series 7 and 66. 

Outside of work, Charlotte mentors high school students through Minds Matter Boston. She enjoys hiking, traveling, and always has a good podcast recommendation. 

AnnMarie Sullivan serves as a Client Associate for The Keyser Bobrowich Group providing an exceptional client experience. AnnMarie is a primary point of contact for clients for all service and day-to-day operational needs as well as managing the new client onboarding process. AnnMarie has over 25 years of experience in the financial services industry. She joined UBS from Raymond James in 2016 where she had served as an Operations Specialist.

In addition to supporting her advisors, Annmarie is the Office Manager and Branch Technology Liaison for the Wellesley Branch. When she is not at the Wellesley Office, AnnMarie enjoys spoiling her grandkids, traveling, and cooking.

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• MA
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Anne joined UBS in 2024 and is a Registered Client Associate. Anne delivers exceptional client service while managing and coordinating the team’s administrative operations. She holds her Series 7 and Series 66 licenses.

Prior to joining the team, Anne graduated from Bentley University with a Bachelor of Science in Finance. While there, she was an active member of Bentley Investment Group, where she cultivated her interest in investment management. Anne grew up on the North Shore and enjoys spending time with family and friends, traveling, and reading.