Plan for success

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• MA
• MD
• ME
• MO
• NC
• NH
• NJ
• NM
• NY
• OH
• OR
• PA
• RI
• TX
• VA
• VT
• WA

As the founder of the Kolton Wood Wealth Management Team, Myra’s experience has proved invaluable to the group’s clients by building custom, tax-free bond portfolios, equity valuations, and by providing steadfast advice for managing money in every possible market environment. Her affinity for satisfying her clients’ needs is easy to understand given the depth of her experience in the marketplace. Myra recently celebrated her 50th anniversary with UBS and over 54 years in the financial industry (the first four with a predecessor of UBS). 

A proud graduate of Vassar College, Myra lives in Chestnut Hill and is an accomplished and avid duplicate bridge player. Her philanthropic interests include The West End House, the Dana-Farber Cancer Institute, Vassar, Brandeis University and Girls’ Latin School/Boston Latin Academy.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MO
• NC
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• TN
• TX
• VA
• VT
• WA

Tom has been with UBS since 2001. He began his financial services career with Smith Barney as a consulting group analyst in 1998. Tom is a CERTIFIED FINANCIAL PLANNER, a designation earned after fulfilling rigorous academic and ethical standards. He also gained the Endowment & Foundation Consultant (EFC) business designation. The designation is offered through UBS Institutional Consulting Program and enables him to work more closely with clients on their philanthropic endeavors.

He applies this expertise by working closely with clients to develop comprehensive financial plans, estate plans and manage investment portfolios.

Tom earned his B.A. in economics and business from Lafayette College in Easton, PA.  He holds a Series 7, 31, 63 and 66 securities licenses as well as life, disability and annuity insurance licenses.  A native of Southborough, Tom is a graduate of St. Mark’s School, where he remains active in the Alumni Association as a class agent, member of the Alumni Executive Committee and the Headmaster’s Advisory Council.  Tom also volunteers for the Sudbury Senior Center, where he delivers sand buckets and groceries to seniors in need.

Tom and his wife, Emily, live in Sudbury with their two children, Henry and Maggie, and dog, Cisco. In his free time, Tom enjoys spending time on Nantucket with his family, surfing and fishing and watching his kids participate in athletics.  Henry plays hockey and Maggie plays soccer.

• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• On Wall Street – Top 40 Advisors Under 40, 2015The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

• Lafayette College, B.A. in Economics and Business

Kelley joined UBS in 1994 and has been the cornerstone of the group’s commitment to exceeding client expectations.  She is a primary reason for why the group enjoys such unprecedented loyalty from their clients.  Kelley grew up in Hopkinton and graduated from Northeastern University with a B.S. in economics and English.  She holds her Series 7 securities license.

Kelley resides in South Boston.  In her spare time, she volunteers for local Boston charities and enjoys gardening, cooking, paddle boarding, and hikes with her Lab, Finn.    

• Northeastern University , B.S. in Economics and English

• CA
• CT
• FL
• ID
• MA
• ME
• MI
• NH
• NJ
• NY
• RI
• VT

As a member of the Kolton Wood Wealth Management team, Reed has embraced the process of building tailored plans and strategies based on an understanding of client needs, goals, and risk tolerance. Reed heads the team’s comprehensive financial planning process, reviewing topics such as retirement planning, asset allocation, investment management, and insurance needs. He oversees the team’s fixed income strategies and works closely with clients to manage their bond portfolios, utilizing municipal, government, and corporate fixed income as well as short-term cash alternatives. He collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual needs.

Reed began full employment at UBS after his graduation from The College of the Holy Cross in 2015 where he was a member of the men’s lacrosse team. Prior to graduating, Reed worked on the UBS Sales & Trading Floor in Weehawken, NJ. Reed holds Series 7 and 66 securities licenses.

 A native of Marblehead, Reed is a graduate of The Governor's Academy. He now resides in Boston. In his spare time, he enjoys golfing, skiing, and spending time on the water.

• College of the Holy Cross , B.A. in Political Science

• DC
• FL
• GA
• MA
• MD
• NC
• NV
• PR
• VA
• WA

Carla has been with UBS since November 2018 assisting with administrative and account servicing needs, and joined the Kolton Wood Wealth Management team in the summer of 2021. She holds the Series 7 and 66 securities licenses, along with the Chartered SRI Counselor designation in sustainable investing, and looks forward to working closely with clients who want to align their values with their investments.

After spending 12 years in Washington, D.C., Carla relocated to Boston with her old-fashioned German Shepherd, Humphrey. She enjoys reading, painting, hiking, watching college football (Go Gators!), and adopting orphaned elephants through The Sheldrick Wildlife Trust.

• University of Florida , B.A. in Political Science
• American University , M.A. in International Relations

• Chartered SRI Counselor℠