Experience

Makes all the difference

AnnMarie Sullivan

Client Associate

55 William Street
3rd Floor
Wellesley, MA 02481

Email Me

annmarie.sullivan@ubs.com
AnnMarie Sullivan
55 William Street,Wellesley,MA,02481

Susan Wolff

Director

Market Supervisory Officer

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.

Registered States:
  • CT
  • MA
  • NH
  • PA
  • SC
One Post Office Square
32nd and 33rd floors
Boston, MA 02109

Email Me

susan.wolff@ubs.com
Susan Wolff
One Post Office Square,Boston,MA,02109

Andrea Kelley

Director

Branch Operations Manager

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.

Registered States:
  • CT
  • MA
  • ME
  • NH
  • NY
  • PA
  • RI
  • VT
38 Eastwood Drive
Suite 400
South Burlington, VT 05403

Email Me

andrea.chamberlain@ubs.com
Andrea Kelley
38 Eastwood Drive,South Burlington,VT,05403

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