Planning for what matters

Our mission at The Keyser 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.

Get started on your financial plan

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 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, CFP

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AZ
- CA
- CT
- DE
- FL
- IL
- MA
- ME
- MI
- MN
- NC
- NH
- NJ
- NY
- PA
- RI
- TN
- TX
- VA
- VT
As the founder of The Keyser Group, Bill works closely with the CPA clients and oversees the team's wealth management and corporate service offerings. 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
Ellen Barry

Client Associate Senior
View bio
- CT
- FL
- IL
- MA
- ME
- NH
- NJ
- NY
- RI
- VA
Ellen has been a part of the UBS family for 11 years and has over 30 years of financial services experience. She is responsible for client account administration and business operational support. Ellen is known for building long-term relationships and providing exceptional client service. Prior to joining UBS in 2007, Ellen worked for Morgan Stanley and JP Morgan Private Bank in a similar capacity. She earned a Bachelor's Degree from Salem University and holds the Series 7, 63 securities licenses and a Retirement Certification from Bentley College.
- Salem University, Bachelor's Degree
55 William Street
3rd Floor
Wellesley, MA 02481
Charlotte Duffy

Wealth Strategy Associate
View bio
- MA
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 63.

In her free time, she enjoys cooking, traveling, and playing with her puppy. Charlotte brings a wealth of expertise, dedication, and a passion for delivering exceptional results to The Keyser Group's clients.
55 William Street
3rd Floor
Wellesley, MA 02481

Bill Keyser, CFP

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AZ
- CA
- CT
- DE
- FL
- IL
- MA
- ME
- MI
- MN
- NC
- NH
- NJ
- NY
- PA
- RI
- TN
- TX
- VA
- VT
As the founder of The Keyser Group, Bill works closely with the CPA clients and oversees the team's wealth management and corporate service offerings. 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
Ellen Barry

Client Associate Senior
View bio
- CT
- FL
- IL
- MA
- ME
- NH
- NJ
- NY
- RI
- VA
Ellen has been a part of the UBS family for 11 years and has over 30 years of financial services experience. She is responsible for client account administration and business operational support. Ellen is known for building long-term relationships and providing exceptional client service. Prior to joining UBS in 2007, Ellen worked for Morgan Stanley and JP Morgan Private Bank in a similar capacity. She earned a Bachelor's Degree from Salem University and holds the Series 7, 63 securities licenses and a Retirement Certification from Bentley College.
- Salem University, Bachelor's Degree
55 William Street
3rd Floor
Wellesley, MA 02481
Charlotte Duffy

Wealth Strategy Associate
View bio
- MA
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 63.

In her free time, she enjoys cooking, traveling, and playing with her puppy. Charlotte brings a wealth of expertise, dedication, and a passion for delivering exceptional results to The Keyser Group's clients.
55 William Street
3rd Floor
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-based approach

Design a well-structured financial plan to help achieve your goals

We are a planning-based team. As such, a comprehensive financial plan drives everything we do. At the start of a relationship, we look to learn all we can about you. By actively listening, we discover what’s important to you and work together to make a plan to help you achieve it.

With this personalized plan, we have a clear road map to help protect, grow and transition your wealth. Whether planning for retirement or transitioning assets to the next generation, a financial plan keeps us focused on what matters to you.

Discretionary portfolio management

Provide investment management strategies

Our team provides a variety of strategies that enable us to build custom portfolios. As Portfolio Managers in the UBS Portfolio Management Program, we provide discretionary management of your investments and tailor your asset allocation to your unique situation.

Our customized portfolios are informed by our own investment experience, specialists in our Portfolio Advisory Group and intellectual capital from CIO Americas, Wealth Management research. With our team actively monitoring your investments, you have the time to focus on what matters most—your family, your business and the future.

_{The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium to long-term investment plan; and (iii) prefer the consistency of fee-based pricing. PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

A network of advisors

Integrated approach to your financial life

In today’s challenging financial environment, we believe it’s important to bring together the right professionals to address all your financial needs. Many clients simply don’t have the time to build their own team of external advisors and look to us for this support.

To this end, we have access to an extensive group of UBS attorneys, CPAs and insurance experts to help you plan for the future. We leverage the expertise and insights of this professional network to solve problems and simplify your financial life. With this expanded team, we look beyond your assets and integrate all aspects of your entire financial life.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

ESG/Impact Investing

Euromoney Private Banking and Wealth Management Survey, 2015-2022

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Serving the next generation

Euromoney Private Banking and Wealth Management Survey, 2020-2022

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Planning for what matters

Pursuing your goals together

Bill Keyser, CFP

Ellen Barry

Charlotte Duffy