Lasting relationships

Understanding what matters most to you

A team of rowers rowing a boat

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.

Two women laptop

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.

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    Alexis Bishop

    Executive Director

    Market Director

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV

          1099 Hingham Street
          3rd Floor
          Rockland, MA 02370
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          Maura Bigelow

          Director

          Admin Manager

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          • CT
          • FL
          • MA

                1471 Iyanough Road (Route 132)
                Hyannis, MA 02601
              • AnnMarie

                AnnMarie Sullivan

                Client Associate

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                        55 William Street
                        3rd Floor
                        Wellesley, MA 02481
                      • Kenneth Railey

                        CPMR Wealth Management Group

                        Executive Director

                        Associate Market Executive

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                        • AL
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • HI
                        • IA
                        • IL
                        • IN
                        • KS
                        • LA
                        • MA
                        • MD
                        • ME
                        • MI
                        • MO
                        • NC
                        • NE
                        • NH
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OK
                        • OR
                        • PA
                        • RI
                        • SC
                        • TN
                        • TX
                        • UT
                        • VA
                        • VT
                        • WA
                        • WI
                        • WV

                        Ken is one of the Assistant Market Heads in the Greater New England Market for UBS Wealth Management Americas, where he is responsible for a four state market with 11 offices.  He works with approximately 250 Financial Advisors entrusted with roughly $35 billion in client assets.  With an unwavering conviction to lead by example, Ken prides himself on being client centric and always wants to deliver the best possible service.

                        Background/Experience

                        Ken joined UBS in 2013 and has spent his time in various leadership roles including being the Operations Manager and Processing Manager for the New England and Upstate NY Markets. Prior to UBS, Ken held the position of Senior Business Service Manager with Morgan Stanley in Boston and the South Shore offices overseeing both the Support Staff and Operations. This experience along with Ken’s reputation for hard work, honesty and commitment, has added immense value to the Advisors and clients he works with every day.

                        Community and Family

                        As a community person, Ken has volunteered at the Relay for Life, and the Greater Boston Food Bank. He believes that supporting the community is essential to personal and professional development.
                        He and his wife, Aileen, reside in Cumberland, RI, with their 3 children where he spends time at the hockey rink, tennis court, and swimming pool to support his kids’ activities.  He also likes camping with the family, playing pickleball, and is an avid Boston Sports Fan.

                        Education and Licenses

                        Ken received a B.S. in Finance from The University of Massachusetts, Amherst, graduating with honors. He has his Series 3, 4, 7, 9, 10, 24, and 66 securities licenses along with his CEPA designation.

                              One Post Office Square
                              35th floor
                              Boston, MA 02109
                            • Susan

                              Susan Wolff

                              Director

                              Market Supervisory Officer

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                              • CT
                              • MA
                              • NH
                              • PA
                              • SC

                              Susan Wolff is a Director and Market Supervisory Officer for the UBS Greater Boston Market, GWM Americas. As Market Supervisory Officer, Susan is responsible for overseeing compliance, legal and regulatory items for the entire Market consisting of 200 advisors. Susan works directly alongside Advisors, Support Staff and Supervisory Officers to deliver our clients the utmost satisfaction while ensuring compliance with firm and regulatory guidelines and policies. Susan has shifted her energy from volunteering to promoting our internal networking group known as All Bar None.  The mission is to educate, engage and empower women within the organization. Susan serves as Co-Chair Field Connectors for All Bar None Chapters across US branch and is Co-Chair of the Greater Boston All Bar None Chapter.

                              Prior to Susan's role as Market Supervisory Officer, she served as Market Administrative Officer working on managing operational and administrative matters for the Market. She previously led volunteer activities, organizing and implementing event as well as driving participation. She has made an impact in the community and strengthened the working relationships and team culture within our offices.  Prior to joining the Greater Boston Market, Susan was with the Hartford, Connecticut UBS location, formerly PaineWebber, as Complex/Risk Officer and Branch Administrative Manager.

                              Susan attended Temple University and holds FINRA Series 7, 8, 63, and 65 licenses. Susan and her husband, Brian of 32 years, reside in Lynnfield, MA. They have two children, Jenelle and Robinson, and one granddaughter. They will be welcoming their second grandchild this year. Susan enjoys spending quality time gardening, photography, volunteering for local community organizations and traveling.

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

                                    Andrea Kelley

                                    Associate Director

                                    Branch Operations Manager

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                                    • MA
                                    • NY
                                    • VT

                                    Andrea has over 18 years of experience in the wealth management field, leading client associates in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018, she spent over 14 years at Scottrade as the branch manager for Vermont and upstate New York. When not at work Andrea enjoys spending time with her family, hiking and gardening. Andrea currently holds the FINRA Series 7, 9, 10, 63, and 66 licenses.

                                          Home Worker VT
                                          Home Worker VT, VT 000

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                                        UBS and Credit Suisse—stronger than ever

                                        Managing wealth is our craft

                                        We’re committed to understanding what wealth means for you.

                                        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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