Plan for success

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As the founder of the Kolton Wood Wealth Management Team, Myra’s experience has proved invaluable to the group’s clients 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.

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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, 2022, 2023, 2024, 2025The 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.
• UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

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Bill has been working as a Financial Advisor in Boston since 2011. Most recently, he was with JP Morgan Private Bank. Over his career, Bill has worked diligently on behalf of his clients to protect and grow their investments, consistent with their short- and long-term goals and aspirations. Additionally, Bill works with his clients on their financial plans to preserve their assets to enjoy during their lifetimes, share with future generations, and contribute to philanthropic endeavors.

Bill graduated from Harvard College, where he was a Marine Corps ROTC Scholarship recipient, and a member of the Varsity Football and Baseball teams. After college, Bill served in the United States Marine Corps as a Captain and a Platoon Commander in both the Infantry and Reconnaissance fields. Bill earned his MBA from the Tuck School of Business at Dartmouth and started his post-MBA career at McKinsey.

Bill and his wife Megan live in Windham, NH with their two children, Darby and Declan. In his spare time, Bill enjoys running marathons. He has completed the Boston Marathon 16 times, most recently in 2023.

• Harvard College, A.B. in Government
• Tuck School of Business at Dartmouth, MBA

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

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Reed collaborates with financial advisor Tom Wood in developing and implementing wealth management strategies, analyzing portfolio performance, and relationship management for clients. In addition, he holds the Certified Exit Planning Advisor® (CEPA®) designation.

Reed began full employment at UBS after his graduation from The College of the Holy Cross 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.

Reed and his wife Phoebe reside in Marblehead, MA. In his spare time, he enjoys skiing, golfing, and spending time on the water.

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

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Elizabeth began employment on the Kolton Wood Wealth Management team in 2023. Prior to working at UBS, she worked as a Fund Accountant at Brown Brothers Harriman in Boston, MA.

Elizabeth graduated from Sacred Heart University where she earned her B.S., Magna Cum Laude, in both Management and Marketing. She was a member of the Women’s Ice Hockey team where she was a recipient of the Sheryl Madison Pioneer Award and New England Women’s Hockey Alliance Sportswomanship Team during her senior year.

Elizabeth resides in Wrentham. In her spare time, she enjoys spending time with friends and family, going on long walks, ice skating, and bike riding. Elizabeth holds Series 7 and 66 securities licenses.

• Sacred Heart University, B.S. in Management and Marketing