Planning for what matters

Young family on beach

Our mission at The Keyser Bobrowich Group is to provide personalized private and corporate wealth management services customized to your needs. For over two decades, our experienced team has been dedicated to servicing business owners, corporate executives, entrepreneurs and affluent clients of all backgrounds with advanced wealth planning. You benefit from our knowledge and experience to help simplify your financial life by offering comprehensive advisory services.

Our consultative approach helps to build strong relationships with clients by providing advice beyond investing. Financial advice is more important today than ever. The strong relationship helps our understanding of your unique needs at every stage of your financial life or career. Our wealth management focus is on you and your success.

Clients seek our experience when making important decisions so they can spend more time doing what they love with the people they care most about.

- The Keyser Bobrowich Group

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.

  • Bill Keyser Profile Photo

    Bill Keyser, CFP

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • HI
    • IA
    • ID
    • IL
    • IN
    • MA
    • ME
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NJ
    • NY
    • OR
    • PA
    • RI
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    As the founder of The Keyser Group, Bill works closely with his clients to provide personalized snd 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™
      Financial planning
      Retirement planning
      Investing
      Custom portfolios
      Asset allocation
      Equity plans
      Executive compensation
      Corporate executives
      55 William Street
      3rd Floor
      Wellesley, MA 02481
      bill.keyser@ubs.com,charlotte.duffy@ubs.com
      Bill Keyser, CFP
      55 William Street,Wellesley,MA,02481
    • Laurel Bobrowich Profile Photo

      Laurel Simon Bobrowich

      First Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CT
      • DE
      • FL
      • HI
      • IA
      • ID
      • IL
      • IN
      • MA
      • ME
      • MI
      • MN
      • MO
      • NC
      • NE
      • NH
      • NJ
      • NY
      • OR
      • PA
      • RI
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI

      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.

            55 William Street
            3rd Floor
            Wellesley, MA 02481
            laurel.bobrowich@ubs.com
            Laurel Simon Bobrowich
            55 William Street,Wellesley,MA,02481
          • Sandy Profile Photo

            Sandra Barnatchez

            Authorized Officer Senior Registered Client Associate

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            • CA
            • CT
            • FL
            • IL
            • MA
            • ME
            • MI
            • NH
            • NJ
            • NY
            • RI
            • VA

            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 Client 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.

            Outside of work, Sandy spends her time baking Italian cookies, gardening, and running. She also enjoys spending time with her two daughters and five grandsons. 

                • Authorized Officer Senior Registered Client Associate
                55 William Street
                3rd Floor
                Wellesley, MA 02481
                ellen.barry@ubs.com
                Sandra Barnatchez
                55 William Street,Wellesley,MA,02481
              • Charlotte updated photo

                Charlotte Duffy

                Wealth Strategy Associate

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                • AZ
                • CA
                • DE
                • FL
                • IL
                • MA
                • ME
                • MI
                • MN
                • NC
                • NH
                • NJ
                • NY
                • OR
                • PA
                • RI
                • TN
                • TX
                • VT
                • WI

                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 reccomendation. 

                      One Post Office Square
                      35th floor
                      Boston, MA 02109
                      charlotte.duffy@ubs.com
                      Charlotte Duffy
                      One Post Office Square,Boston,MA,02109
                    • AnnMarie Sullivan Profile Photo

                      AnnMarie Sullivan

                      Client Associate

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                        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.

                              55 William Street
                              3rd Floor
                              Wellesley, MA 02481
                              annmarie.sullivan@ubs.com
                              AnnMarie Sullivan
                              55 William Street,Wellesley,MA,02481

                            Defining your priorities. Pursuing what matters.

                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                            Planning

                            Planning-based approach

                            Building

                            Discretionary portfolio management

                            Network of Advisors

                            A network of advisors

                            Global Wealth Report 2024

                            Crafted wealth intelligence

                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                            Gain additional insights into the trends shaping wealth in the US and around the world.

                            Download the report

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.8+ trn

                            UBS Group invested assets
                            As of 03/31/2024

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