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Bill Keyser, CFP®
UBS Financial Services

Tel: 781-446-8955
55 William St
Wellesley, MA 02481
UBS Financial Services | Financial Advisor in Wellesley ,MA

About Bill Keyser

Bill has been with UBS Financial Services Inc. since 2002 and has more than 25 years of financial services experience. Bill is an experienced wealth management advisor with a primary focus of working with executives, professionals, affluent individuals and families. His experience ranges from working with families to people at start-up organizations to large corporations. At the center of every relationship is Bill's consultative and proven wealth management process to help clients with what is most important to them. He offers a caring approach and personalized solutions. Bill's knowledge and experience enable him to help determine, formulate and implement appropriate plans to help clients pursue their financial goals. Bill and his family live in Natick, MA. His wife Mary Ann, daughter, Anna and a son, Austin. When not working you can find him coaching on a soccer field, skiing or golfing. Bill holds the Series 3, 7, 63 and 65 securities licenses as well as life insurance licenses and was awarded the CFP® designation.


About UBS Financial Services

About UBS. As the worlds largest wealth manager, UBS is strongly positioned to address the realities of the global economy and a range of our clients sophisticated needs. With more than 150 years of wealth management expertise at its core, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for clients worldwide. UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a customized approach, they access the deep resources and wealth management expertise of the firm, to deliver the trusted financial advice clients seek today to confidently move forward.

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General Information

No.of Employees:   More than 5000
Insurance License#:   1714329
States Licensed in:   CA,CT,DE,FL,IL,MA,MI,NC,NH,NJ,NY,PA,RI,TN,TX,VA,VT
Number of Years with Current Firm:   18
Work Experience:   Wealth Management and Preservation, Asset Allocation, Investments, Retirement, IRAs and small business retirement plans
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, Retirement Planning, Financial Advice & Consulting, Portfolio Management

Services

Investment Types:   Mutual Funds, FOREX & Currency, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Commodities, Bonds, Insurance, Annuities, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Via Phone, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Annuity, Disability, Life, Variable Life, Long Term Care, Variable Annuity

Firm Information

Advisor's Number of Clients:   75
Assets Managed by Advisor:   $140,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Flat Fee, Based on Assets

Education

BS - Civil Engineering  University of New Hampshire - Durham
1983-1987
Master in Business Administration - MBA  Southern NH University
1993-1995

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Financial Services

Financial Planning for Businesses

Helping business owners with company retirement plans to include SEP IRAs, SIMPLE IRAs, 401(k)s and defined benefit plans. Providing business owners with a side by side comparison helping them determine the right plan for them.

Financial Planning for Individuals

Providing clients with comprehensive wealth management plans and advanced planning strategies.

Financial Advice & Consulting

Advice Beyond Investing. Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go. As your personal advocate, I can provide you with advice that is tailored to your unique circumstances and priorities. Ill begin with a comprehensive plan for all youd like your wealth to achieve. Over time, I will continue to adjust it should circumstances change so you can embrace your financial future with confidence, no matter what the environment.

Portfolio Management

Asset allocation with strategic and tactical strategies customized for every client. Managed stock and bond portfolios. Utilizing the intellectual of UBS to power portfolios.

Retirement Planning

Helping clients with accumulation and income distribution strategies. Expertise with all account types 401(k), IRAs, rollovers, Roth IRA and others.

Wealth Management

Providing comprehensive wealth management which includes wealth accumulation, tax mitigation, efficiently transferring wealth to the next generation, wealth preservation and charitable strategies.


Disclosures

See http://www.ubs.com/fas-legal for the full disclosure.

Disclaimer

These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.

Compliance

Compliance Disclosures in Last 5 years:

Have a clean record


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