The Keyser Group is dedicated to providing you with world-class service and personal attention. We are able to offer consistent and exemplary results by using a specifically designed team approach. Each of our experienced team members are invested in your success.
The Keyser Group provides the commitment and focus your financial goals deserve by forming relationships with a limited number of families and business owners. We value and appreciate our longstanding partnerships - with CPAs, professionals and clients.
Working with The Keyser Group you can expect:
Wilfred R. "Bill" Keyser, III, CFP®
As the founder of The Keyser Group, Bill works closely with the CPA clients and oversees the team's wealth management and corporate service offerings. 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.
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.
CA, CT, DE, FL, IL, MA, ME, MI, NC, NH, NJ, NY, PA, RI, TN, TX, VA, VT
As a Financial Advisor, Jonathan is responsible for delivering the team's comprehensive wealth management solutions to: high net worth families, executives and business owners. He focuses on building long-term relationships and providing exceptional client service.
Prior to joining UBS in 2018, Jonathan previously worked at State Street Global Advisors for 8+ years, where he specialized in Institutional relationship management, ETF product development and marketing. He earned his Bachelor's in Liberal Arts from the College of the Holy Cross and is currently pursuing the CFP designation. Jonathan holds the Series 7 & 66 securities licenses, is a registered MA Life Insurance Producer and is a Licensed Mortgage Loan Orginator - NMLS#1860110.
Jonathan currently resides in Savin Hill, Dorchester. In his free time, he enjoys monitoring the global economy, checking out live music, playing softball, fishing, hitting the links and ski slopes. Jonathan is the co-founder of team Run4Beef which participates in selective road races around the Greater Boston Area.
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.
CT, FL, IL, MA, ME, NH, NJ, NY, RI