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.

Young family at the beach

  • Everett Weinberger

    Everett Weinberger, CFP, CIMA

    Managing Director–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • 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. 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.
    • 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
  • Hollanda Iwanski

    Hollanda Iwanski, CFP, CRPC

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • 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
  • Ann Fredlin

    Ann Fredlin

    Senior Client Associate

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    • 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

          Cole Andreadis

          Wealth Strategy Associate

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          • 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

              Reid Wight

              Client Associate

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              • 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 was born in Jamestown, NY and lives in Murray Hill.  

               

                • Syracuse University
                  1285 Avenue Of The Americas
                  New York, NY 10019
                • Maurice Bawabeh Headshot

                  Maurice Bawabeh

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                          1285 Avenue Of The Americas
                          New York, NY 10019

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $5+ trillion

                        In invested assets globally 
                        As of 11/07/2023

                        #1

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                        Euromoney Private Banking and Wealth Management Survey, 2016-2020

                        Best

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

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