Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER™
“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
Education and credentials
Interests
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER™
“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
Education and credentials
Interests
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
“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
Education and credentials
Interests
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Financial Advisor
“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
Education and credentials
Interests
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
“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
Education and credentials
Interests
Senior Client Associate
“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
Education and credentials
Interests
Wealth Strategy Associate
“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
Education and credentials
Interests
Education
Wealth Strategy Associate
“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
Education and credentials
Interests
Education
Client Associate
“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
Interests
Education
Client Associate
“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
Interests
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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