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.
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™
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.
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:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
Senior Client Associate
Client Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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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