Experience

That inspires confidence

The right advisor

The right advisor can make all the difference in your life, whether it’s your doctor, accountant, lawyer or financial advisor. The best advisors become your allies, confidantes, and friends.

You are unique and so are your financial needs, issues, and concerns. How do you choose the right financial advisor for you and your family?

It starts with the right team at the right wealth management firm.

The right team

The Weinberger Group has the experience and credentials to help you confidently pursue your goals. We are a boutique practice within a global powerhouse. We pride ourselves on helping our clients make smart financial moves.

Our team is led by Everett Weinberger, who has over 30 years of experience in financial markets and holds the highest industry credentials: Stanford M.B.A., Certified Financial PlannerTM, and Certified Investment Management Analyst®. Everett is also a Managing Director, Private Wealth Advisor, and Senior Portfolio Manager, designations awarded by UBS to a small group of its most experienced Advisors. 

Everett Weinberger, CFP, CIMA

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Everett is the proud leader of The Weinberger Group and has over 30 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. Everett is a Certified Financial Planner™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also has a Certified Investment Management Analyst® (CIMA®) designation, which is awarded after completing coursework and examinations at the Wharton School of the University of Pennsylvania.

Everett graduated from Columbia University, magna cum laude, and received an M.B.A. from Stanford University. He is a member of The University Club and is the author of Wannabe: A Would-Be Player’s Misadventures in Hollywood. Everett is fluent in Spanish and Hebrew. He lives in Manhattan and Miami Beach, and enjoys movies, gardening and traveling with family and friends.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The 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.

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

  • Columbia University, magna cum laude
  • Stanford University, M.B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Hollanda Iwanski, CFP, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™

Hollanda focuses on financial plans, portfolio reviews and client coverage. She joined The Weinberger Group in 2011 at Merrill Lynch and is a Certified Financial Planner™ (CFP®) professional.

Hollanda graduated from the University of Florida with a B.S. in finance and is fluent in Portuguese. She lives in Manhattan and enjoys playing volleyball, exploring NYC’s diverse neighborhoods and volunteering.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • VA
  • WA
  • WI

Education

  • University of Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Ann Fredlin

Senior Client Associate

Registered States:
  • 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
1285 Avenue Of The Americas
New York, NY 10019

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Owen Fessick

Client Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
  • WY

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Cash management
1285 Avenue Of The Americas
New York, NY 10019

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