Experience

As the strategic leader of The Keyser Bobrowich Group, Bill brings over three decades of experience helping successful families and business owners make informed financial decisions. He focuses on holistic wealth planning, portfolio construction, estate strategies, and business succession. His deep knowledge of market behavior, tax-efficient structures, and multi-generational planning supports clients with complex and evolving needs.

Bill began his career at Merrill Lynch and joined UBS in 2002.

He holds a B.S. in Civil Engineering from the University of New Hampshire and an MBA from Southern New Hampshire University. His professional credentials include CFP®, Series 3, 7, 63, and 65 licenses, as well as Life Insurance (registrations include AZ, FL, IL, MA, ME, MI, MO, NC, NE, NH, PA VA, VT, WA, WI) and Mortgage Loan Originator licenses (NMLS# 1630787).

Bill is actively involved with the Rivers School in Weston and enjoys skiing, golfing, and cheering on his children at sporting events.

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.

Charlotte supports the advisors in developing personalized financial plans that empower individuals and families to pursue their long-term vision. She focuses on understanding the clients' needs, goals, and risk tolerance to help them implement the appropriate investment strategies. In addition, she assists their clients with intergenerational education, emphasizing values-based conversations that deepen family engagement.

Charlotte holds her CFP®, Series 7, and 66 licenses and is a member of the Boston Estate Planning Council. 

Outside of the office, Charlotte mentors high school students through Minds Matter Boston and enjoys hiking, traveling, and discovering new podcasts.

AnnMarie ensures a high-touch client experience through her role as the team’s primary point of contact for operational and service matters. With more than 25 years of financial services experience, she brings meticulous attention to detail, strong organizational skills, and a welcoming presence to every interaction.

She oversees all aspects of client onboarding and service while also supporting the team as Office Manager and Branch Technology Liaison. AnnMarie joined UBS in 2016 from Raymond James.

Outside of work, AnnMarie enjoys traveling, cooking, and spending time with her grandchildren.

Anne brings energy and accuracy to her role as a Registered Client Associate, supporting the team’s administrative and client service operations. She is known for her proactive communication and professional execution, ensuring a smooth experience throughout the planning process.

Anne holds Series 7 and 66 licenses and earned a Bachelor of Science in Finance from Bentley University, where she was an active member of the Bentley Investment Group.

A proud North Shore native, Anne enjoys reading, traveling, and spending time with family and friends.