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

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
- 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. He gets to know his clients extremely well so he 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, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

everett.weinberger@ubs.com,hollanda.iwanski@ubs.com

Everett Weinberger, CFP, CIMA

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

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- 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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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

hollanda.iwanski@ubs.com

Hollanda Iwanski, CFP, CRPC

1285 Avenue Of The Americas,New York,NY,10019
Tara Carabello

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
Tara specializes in superior client service and oversees client administration for The Weinberger Group. Tara rejoins us after three years in Florida where she worked at Raymond James and Morgan Stanley. Prior to that, Tara worked as a Client Associate with The Weinberger Group for 15 years combined at UBS and Merrill Lynch. Tara was previously a Client Relationship Manager at JPMorgan Chase. Tara takes pride in expertly handling client needs.

Credentials

Series 7, 6, 63 and 65 licenses

NY and FL Life, Health, and Annuity insurance licenses

Previous experience

Senior Client Associate, Merrill Lynch

Client Relationship Manager, JP Morgan Chase

Interests

Tara enjoys traveling, cruises, and hiking.

She is from Brooklyn, New York and currently lives in West New York, NJ with her chihuahua puppy, Oliver.
Banking

Lending services

Cash management

1285 Avenue Of The Americas
New York, NY 10019

tara.carabello@ubs.com

Tara Carabello

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, magna cum laude, 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, magna cum laude
- 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 is from Chautauqua, NY and lives on the Upper East Side.
- Syracuse University
1285 Avenue Of The Americas
New York, NY 10019

reid.wight@ubs.com

Reid Wight

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

cole.andreadis@ubs.com

Cole Andreadis

1285 Avenue Of The Americas,New York,NY,10019
Aidan Pray
View bio
1285 Avenue Of The Americas
New York, NY 10019

maurice.bawabeh@ubs.com

Aidan Pray

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
- 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. He gets to know his clients extremely well so he 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, 2023, 2024The 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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

everett.weinberger@ubs.com,hollanda.iwanski@ubs.com

Everett Weinberger, CFP, CIMA

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

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- 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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- 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

hollanda.iwanski@ubs.com

Hollanda Iwanski, CFP, CRPC

1285 Avenue Of The Americas,New York,NY,10019
Tara Carabello

Senior Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- NH
- NJ
- NY
- OH
- PA
- PR
- SC
- TX
- VA
- WA
- WI
Tara specializes in superior client service and oversees client administration for The Weinberger Group. Tara rejoins us after three years in Florida where she worked at Raymond James and Morgan Stanley. Prior to that, Tara worked as a Client Associate with The Weinberger Group for 15 years combined at UBS and Merrill Lynch. Tara was previously a Client Relationship Manager at JPMorgan Chase. Tara takes pride in expertly handling client needs.

Credentials

Series 7, 6, 63 and 65 licenses

NY and FL Life, Health, and Annuity insurance licenses

Previous experience

Senior Client Associate, Merrill Lynch

Client Relationship Manager, JP Morgan Chase

Interests

Tara enjoys traveling, cruises, and hiking.

She is from Brooklyn, New York and currently lives in West New York, NJ with her chihuahua puppy, Oliver.
Banking

Lending services

Cash management

1285 Avenue Of The Americas
New York, NY 10019

tara.carabello@ubs.com

Tara Carabello

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, magna cum laude, 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, magna cum laude
- 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 is from Chautauqua, NY and lives on the Upper East Side.
- Syracuse University
1285 Avenue Of The Americas
New York, NY 10019

reid.wight@ubs.com

Reid Wight

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

cole.andreadis@ubs.com

Cole Andreadis

1285 Avenue Of The Americas,New York,NY,10019
Aidan Pray
View bio
1285 Avenue Of The Americas
New York, NY 10019

maurice.bawabeh@ubs.com

Aidan Pray

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

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.8+ trn

UBS Group invested assets
As of 03/31/2024

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leading global wealth manager

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.

Estate planning strategies

Advice for business owners & entrepreneurs

Workplace Wealth Solutions

Reports

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

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

Charitable Giving: Rules of the Road

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

Read report

In the Media...

Find thoughts and insights from the Weinberger Group throughout the media.

Short Term CDs: Everything to know

The right moves for your financial future

Everett Weinberger, CFP, CIMA

Hollanda Iwanski, CFP, CRPC

Tara Carabello

Reid Wight

Cole Andreadis

Aidan Pray