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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Ted Webster

    Theodore "Ted" T. Webster, CFA

    Senior Vice President–Wealth Management

    Chartered Financial Analyst®

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    • AZ
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    Theodore T. Webster, CFA – Senior Vice President - Wealth Management

    Growing up in the business has given Ted the perspective of traditional common sense investing.  He leverages that experience and combines it with his training as a Chartered Financial Analyst to provide complete wealth management solutions to his clients.

    Ted joined UBS in 2014 and now has over 25 years in the business, 20 of which was managing money for high net worth individuals, foundations and non-profit entities.  Ted has also served as an Adjunct Investments Professor at University of Massachusetts.

    Ted graduated from Boston College with a double major in Accounting and Finance and received a MBA with a concentration in Finance from Babson College.  He is a Chartered Financial Analyst Charterholder and member of the CFA Institute and Boston Security Analyst Society.

    He lives in Scituate, MA with his wife and 3 children.

      • Boston College, Double Major in Accounting and Finance
      • Babson College, MBA with a Concentration in Finance
      • Chartered Financial Analyst®
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • Roberta Bobbie Bastarache Profile Photo

      Roberta "Bobbie" Bastarache

      Investment Associate

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      With more than 40 years of financial industry experience, all of it with UBS and its predecessor firms, Bobbie is responsible for operations and daily management of the practice and fully licensed with Series 7 and 63.

            One Post Office Square
            32nd and 33rd floors
            Boston, MA 02109

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          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.

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