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
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    • DE
    • FL
    • HI
    • IA
    • ID
    • IL
    • IN
    • MA
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    • MN
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    • NC
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    • NJ
    • NY
    • OR
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    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
    • 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
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      • 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
          • Ellen Barry Profile Photo

            Ellen Barry

            Senior Registered Client Associate

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            • CA
            • CT
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            • IL
            • MA
            • ME
            • MI
            • NH
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            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
              • Senior Registered Client Associate
              55 William Street
              3rd Floor
              Wellesley, MA 02481
            • Charlotte updated photo

              Charlotte Duffy

              Wealth Strategy Associate

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              • AZ
              • CA
              • DE
              • FL
              • IL
              • MA
              • ME
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              • MN
              • NC
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              • NJ
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              • 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 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
                  • 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

                          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

                          Managing wealth is our craft

                          We’re committed to understanding what wealth means for you.

                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          #1

                          ESG/Impact Investing

                          Euromoney Private Banking and Wealth Management Survey, 2015-2022

                          $5+ trillion

                          In invested assets globally 
                          As of 11/07/2023

                          #1

                          Serving the next generation

                          Euromoney Private Banking and Wealth Management Survey, 2020-2022

                          Insights