The right moves for your financial future

Private Wealth Management

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Connect with us

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Everett Weinberger, CFP, CIMA

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
“We aim to build a lifelong relationship with our clients and their families. Our goal is to be the first place they call for the most important decisions in their life.”

Everett is the proud leader of The Weinberger Group and has over 35 years of experience advising clients. Prior to joining UBS in 2011, Everett worked at Merrill Lynch Wealth Management for over 10 years. Before that, he was an investment banker at Merrill Lynch, Dillon Read, and Deutsche Bank focusing on Mergers & Acquisitions in Latin America. He received his M.B.A. from Stanford University and graduated from Columbia University, magna cum laude.

Everett uses his extensive background in the financial markets to advise successful executives, families, and businesses. They appreciate the team’s analytical approach when tackling all aspects of their financial life, including asset management, retirement planning, and estate planning. By taking advantage of UBS’s robust platform, Everett can offer his clients a boutique approach that is highly personalized. We get to know our clients extremely well so we can help them make the smartest financial moves to help protect and grow their assets.

Previous experience
- Senior Vice President, Merrill Lynch
- Vice President, Mergers and Acquisitions, Deutsche Bank
- Vice President, Corporate Finance, Salomon Brothers
- Vice President, Corporate Finance, Dillon Read
Education and credentials
- Stanford University, Graduate School of Business, M.B.A
- Columbia University, A.B., Political Science, magna cum laude
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst®
- Recognized as Forbes/SHOOK Best-In-State Wealth Advisors in NY: 2019 – 2023
Interests
- Everett is the author of Wannabe: A Would-Be Player’s Misadventures in Hollywood.
- He enjoys reading (three newspapers daily), international travel, and gardening.
- He's a member of the University Club.
- Everett is a native New Yorker and splits his time between the Upper West Side and Miami.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Columbia University
- Stanford University, M.B.A.
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Private Wealth Advisor
Financial planning

Retirement planning

Custom portfolios

Multi-generational families

Women investors

Business owners

Entrepreneurs

Corporate executives

1285 Avenue Of The Americas
New York, NY 10019
Hollanda Iwanski, CFP, CRPC

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
“The best part of my job is working with interesting people in all aspects of their financial life.”

Hollanda has a passion for investing and financial planning. She joined The Weinberger Group in 2011 and has spent her entire career in wealth management. Hollanda works closely with successful executives, entrepreneurs, and families on their complex financial picture. She develops and implements the right asset allocation with a financial plan that covers retirement, tax, and estate planning.

As a female millennial Financial Advisor, she offers a unique perspective to the team and her clients. Only 24% of CERTIFIED FINANCIAL PLANNERS are female, and she takes pride in being included in such a small segment of the industry. She enjoys working with clients and the next generation so their families can have a meaningful legacy to be proud of.

Previous experience
- Client Associate, Merrill Lynch
Education and credentials
- University of Florida, B.S., Finance
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Retirement Planning Counselor
Interests
- Hollanda is involved in Cycle for Survival and has helped raise over $20,000 since 2018.
- She enjoys skiing and visiting new ski resorts every year.
- She also enjoys running and has ran the New York City and Chicago marathons.
- She is from Fort Lauderdale, FL and lives on the Upper West Side with her husband, Andy.
- University of Florida
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
Financial planning

Education planning

Long-term care planning

Retirement planning

Estate planning strategies

Philanthropy

Business succession

Custom portfolios

1285 Avenue Of The Americas
New York, NY 10019
Ann Fredlin

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
“Our team’s attention to detail is second to none. A client only has to tell us something once and we get it done.”

Ann has over 25 years of experience in wealth management delivering superior client service. Prior to UBS, she was at Morgan Stanley and Merrill Lynch. Ann’s responsibilities include account opening and maintenance, onboarding new clients, and responding to client requests. She prides herself on getting clients the right answer in a timely fashion. Ann recognizes that exceptional client service is the core of our business and enjoys working with clients to ensure that their life is simplified and organized.

Previous experience
- Senior Client Associate, Morgan Stanley
- Client Associate, Merrill Lynch
Education and credentials
- Series 7, 63, 65, and 66 licenses
- Life and Health Insurance
Interests
- Ann enjoys spending time with her Chinese Crested and Mini Dachshund dogs.
- She is passionate about fostering rescue dogs and volunteering at Best Friends Animal Society and North Shore Animal League.
- Her love of traveling has no bounds and has visited all seven continents.
- She is a native New Yorker and lives in Chelsea with her wife, Libby.
1285 Avenue Of The Americas
New York, NY 10019
Cole Andreadis

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
“For us, there is no such thing as a one-size-fits-all approach.”

Cole joined UBS in 2021 as a Financial Advisor in the UBS Wealth Advice Center. He enjoys connecting with clients and has an eagerness to help them with all their financial decisions. Cole assists in managing client relationships by understanding their priorities and putting in motion a customized financial plan.

He graduated from Wake Forest University, magna cum laude. He comes from a family of Financial Advisors at UBS and has an affinity for helping others and building trusting relationships.

Previous experience
- Financial Advisor, UBS Wealth Advice Center
Education and credentials
- Wake Forest University, B.S. Finance, magna cum laude
- Series 7 and 66 licenses
Interests
- Cole enjoys the outdoors, especially skiing, snowboarding, and surfing.
- He is enjoying getting to know New York City by exploring new restaurants and neighborhoods.
- Cole is from Potomac, MD and lives on the Upper West Side.
- Wake Forest University
1285 Avenue Of The Americas
New York, NY 10019
Reid Wight

Client Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IA
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WY
“Our clients rely on us for advice and service, so we strive to consistently provide them with the highest quality.”

Reid strives to deliver white-glove service to our clients by assisting them with all their account management needs, such as requests for capital, account maintenance, and reporting. He joined UBS Private Wealth Management in 2022 and the Weinberger Group in 2023. Prior to UBS, Reid graduated from Syracuse University where he studied finance and advertising. He is always eager to build long-lasting relationships with clients and continues to help find unique solutions to their needs.

Education and credentials
- Syracuse University, B.S. Finance and Advertising
- Series 7 and 66 licenses
Interests
- Reid spends his spare time playing tennis and golf, and enjoys going to concerts.
- He's passionate about Syracuse Basketball.
- He was born in Jamestown, NY and lives in Murray Hill.
- Syracuse University
1285 Avenue Of The Americas
New York, NY 10019

Everett Weinberger, CFP, CIMA

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
“We aim to build a lifelong relationship with our clients and their families. Our goal is to be the first place they call for the most important decisions in their life.”

Everett is the proud leader of The Weinberger Group and has over 35 years of experience advising clients. Prior to joining UBS in 2011, Everett worked at Merrill Lynch Wealth Management for over 10 years. Before that, he was an investment banker at Merrill Lynch, Dillon Read, and Deutsche Bank focusing on Mergers & Acquisitions in Latin America. He received his M.B.A. from Stanford University and graduated from Columbia University, magna cum laude.

Everett uses his extensive background in the financial markets to advise successful executives, families, and businesses. They appreciate the team’s analytical approach when tackling all aspects of their financial life, including asset management, retirement planning, and estate planning. By taking advantage of UBS’s robust platform, Everett can offer his clients a boutique approach that is highly personalized. We get to know our clients extremely well so we can help them make the smartest financial moves to help protect and grow their assets.

Previous experience
- Senior Vice President, Merrill Lynch
- Vice President, Mergers and Acquisitions, Deutsche Bank
- Vice President, Corporate Finance, Salomon Brothers
- Vice President, Corporate Finance, Dillon Read
Education and credentials
- Stanford University, Graduate School of Business, M.B.A
- Columbia University, A.B., Political Science, magna cum laude
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst®
- Recognized as Forbes/SHOOK Best-In-State Wealth Advisors in NY: 2019 – 2023
Interests
- Everett is the author of Wannabe: A Would-Be Player’s Misadventures in Hollywood.
- He enjoys reading (three newspapers daily), international travel, and gardening.
- He's a member of the University Club.
- Everett is a native New Yorker and splits his time between the Upper West Side and Miami.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Columbia University
- Stanford University, M.B.A.
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Private Wealth Advisor
Financial planning

Retirement planning

Custom portfolios

Multi-generational families

Women investors

Business owners

Entrepreneurs

Corporate executives

1285 Avenue Of The Americas
New York, NY 10019
Hollanda Iwanski, CFP, CRPC

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
“The best part of my job is working with interesting people in all aspects of their financial life.”

Hollanda has a passion for investing and financial planning. She joined The Weinberger Group in 2011 and has spent her entire career in wealth management. Hollanda works closely with successful executives, entrepreneurs, and families on their complex financial picture. She develops and implements the right asset allocation with a financial plan that covers retirement, tax, and estate planning.

As a female millennial Financial Advisor, she offers a unique perspective to the team and her clients. Only 24% of CERTIFIED FINANCIAL PLANNERS are female, and she takes pride in being included in such a small segment of the industry. She enjoys working with clients and the next generation so their families can have a meaningful legacy to be proud of.

Previous experience
- Client Associate, Merrill Lynch
Education and credentials
- University of Florida, B.S., Finance
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Retirement Planning Counselor
Interests
- Hollanda is involved in Cycle for Survival and has helped raise over $20,000 since 2018.
- She enjoys skiing and visiting new ski resorts every year.
- She also enjoys running and has ran the New York City and Chicago marathons.
- She is from Fort Lauderdale, FL and lives on the Upper West Side with her husband, Andy.
- University of Florida
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
Financial planning

Education planning

Long-term care planning

Retirement planning

Estate planning strategies

Philanthropy

Business succession

Custom portfolios

1285 Avenue Of The Americas
New York, NY 10019
Ann Fredlin

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
“Our team’s attention to detail is second to none. A client only has to tell us something once and we get it done.”

Ann has over 25 years of experience in wealth management delivering superior client service. Prior to UBS, she was at Morgan Stanley and Merrill Lynch. Ann’s responsibilities include account opening and maintenance, onboarding new clients, and responding to client requests. She prides herself on getting clients the right answer in a timely fashion. Ann recognizes that exceptional client service is the core of our business and enjoys working with clients to ensure that their life is simplified and organized.

Previous experience
- Senior Client Associate, Morgan Stanley
- Client Associate, Merrill Lynch
Education and credentials
- Series 7, 63, 65, and 66 licenses
- Life and Health Insurance
Interests
- Ann enjoys spending time with her Chinese Crested and Mini Dachshund dogs.
- She is passionate about fostering rescue dogs and volunteering at Best Friends Animal Society and North Shore Animal League.
- Her love of traveling has no bounds and has visited all seven continents.
- She is a native New Yorker and lives in Chelsea with her wife, Libby.
1285 Avenue Of The Americas
New York, NY 10019
Cole Andreadis

Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
“For us, there is no such thing as a one-size-fits-all approach.”

Cole joined UBS in 2021 as a Financial Advisor in the UBS Wealth Advice Center. He enjoys connecting with clients and has an eagerness to help them with all their financial decisions. Cole assists in managing client relationships by understanding their priorities and putting in motion a customized financial plan.

He graduated from Wake Forest University, magna cum laude. He comes from a family of Financial Advisors at UBS and has an affinity for helping others and building trusting relationships.

Previous experience
- Financial Advisor, UBS Wealth Advice Center
Education and credentials
- Wake Forest University, B.S. Finance, magna cum laude
- Series 7 and 66 licenses
Interests
- Cole enjoys the outdoors, especially skiing, snowboarding, and surfing.
- He is enjoying getting to know New York City by exploring new restaurants and neighborhoods.
- Cole is from Potomac, MD and lives on the Upper West Side.
- Wake Forest University
1285 Avenue Of The Americas
New York, NY 10019
Reid Wight

Client Associate
View bio
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IA
- KY
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WY
“Our clients rely on us for advice and service, so we strive to consistently provide them with the highest quality.”

Reid strives to deliver white-glove service to our clients by assisting them with all their account management needs, such as requests for capital, account maintenance, and reporting. He joined UBS Private Wealth Management in 2022 and the Weinberger Group in 2023. Prior to UBS, Reid graduated from Syracuse University where he studied finance and advertising. He is always eager to build long-lasting relationships with clients and continues to help find unique solutions to their needs.

Education and credentials
- Syracuse University, B.S. Finance and Advertising
- Series 7 and 66 licenses
Interests
- Reid spends his spare time playing tennis and golf, and enjoys going to concerts.
- He's passionate about Syracuse Basketball.
- He was born in Jamestown, NY and lives in Murray Hill.
- Syracuse University
1285 Avenue Of The Americas
New York, NY 10019

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Advanced Planning

Guiding founders and business owners

No two businesses are the same and no two founders are, either. For years we’ve worked alongside successful entrepreneurs and founders as they’ve taken their companies full circle.

From startup to rapid growth to liquidity, we understand your challenges and have the experience, resources and connections to help you plan proactively and make smarter decisions about how best to monetize your company.

Senior executives

As a successful executive, you understand the importance of careful and robust planning and the right personal wealth management advice.

Whether you are in your wealth building years or contemplating an exit from corporate life, looking for guidance on managing concentrated positions or stock options, we are well versed in the issues and opportunities that may shape your decisions. By helping you construct a disciplined plan that moves you toward your personal and business goals, we can help you enhance and preserve your success, today and for many years to come.

Insights

Personal planning for start-up founders

As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.

Read report

Charitable Giving: Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

The right moves for your financial future

Your primary source for financial advice

Everett Weinberger, CFP, CIMA

Hollanda Iwanski, CFP, CRPC

Ann Fredlin

Cole Andreadis

Reid Wight