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.”
For over 35 years, Everett has navigated clients through several market cycles. Prior to becoming a Financial Advisor, Everett started his career as an investment banker at Dillon Read, Salomon Brothers, and Deutsche Bank focusing on Mergers & Acquisitions in Latin America. During that time, he received his M.B.A. from Stanford University.
His experience advising corporate clients and his love of investing have provided a solid foundation for delivering comprehensive planning and portfolio management solutions to his clients. Everett advises successful executives, families, and businesses that work in the financial industry, including managing the personal portfolios of several senior individuals at UBS. His clients appreciate the team’s analytical approach when tackling all aspects of their financial life, including asset management, retirement planning, and estate planning.
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.”
For over 35 years, Everett has navigated clients through several market cycles. Prior to becoming a Financial Advisor, Everett started his career as an investment banker at Dillon Read, Salomon Brothers, and Deutsche Bank focusing on Mergers & Acquisitions in Latin America. During that time, he received his M.B.A. from Stanford University.
His experience advising corporate clients and his love of investing have provided a solid foundation for delivering comprehensive planning and portfolio management solutions to his clients. Everett advises successful executives, families, and businesses that work in the financial industry, including managing the personal portfolios of several senior individuals at UBS. His clients appreciate the team’s analytical approach when tackling all aspects of their financial life, including asset management, retirement planning, and estate planning.
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:
First Vice President–Wealth Management
Financial Advisor
“I love helping people strike a balance between navigating the complex, emotional dynamics of investing and staying on track with their financial plan.”
Hollanda works closely with successful executives and families to build financial plans that meet their needs. She started her career as a wealth management analyst at Merrill Lynch in 2011. Fast forward to today, and Hollanda has worked almost 15 years alongside Everett, building decades-long relationships with our clients.
As a female millennial Financial Advisor, Hollanda offers unique perspectives to her team and clients. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations to help her clients navigate major life transitions, from delivering the right asset allocation to developing a unique financial planning strategy, as they start their next chapter.
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:
First Vice President–Wealth Management
Financial Advisor
“I love helping people strike a balance between navigating the complex, emotional dynamics of investing and staying on track with their financial plan.”
Hollanda works closely with successful executives and families to build financial plans that meet their needs. She started her career as a wealth management analyst at Merrill Lynch in 2011. Fast forward to today, and Hollanda has worked almost 15 years alongside Everett, building decades-long relationships with our clients.
As a female millennial Financial Advisor, Hollanda offers unique perspectives to her team and clients. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations to help her clients navigate major life transitions, from delivering the right asset allocation to developing a unique financial planning strategy, as they start their next chapter.
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:
Senior Client Associate
“There’s nothing more rewarding than clients telling you they know they’re in good hands because of how much you care.”
Tara specializes in superior client service and oversees client administration for The Weinberger Group. Tara rejoined the team after three years in Florida, where she worked at Raymond James and Morgan Stanley. Prior to that, Tara worked as a Senior Client Associate with The Weinberger Group for a combined 15 years at UBS and Merrill Lynch.
Tara takes pride in expertly handling client needs and simplifying all aspects of their financial life. Her organization and attention to detail has built trust and close relationships with our clients.
Credentials
Previous experience
Interests
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
“There’s nothing more rewarding than clients telling you they know they’re in good hands because of how much you care.”
Tara specializes in superior client service and oversees client administration for The Weinberger Group. Tara rejoined the team after three years in Florida, where she worked at Raymond James and Morgan Stanley. Prior to that, Tara worked as a Senior Client Associate with The Weinberger Group for a combined 15 years at UBS and Merrill Lynch.
Tara takes pride in expertly handling client needs and simplifying all aspects of their financial life. Her organization and attention to detail has built trust and close relationships with our clients.
Credentials
Previous experience
Interests
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
“Our clients rely on us for advice and service, so we strive to consistently provide them with the highest quality in both.”
Reid delivers 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 enjoys building long-lasting relationships with clients and helping them find unique solutions to meet 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 in both.”
Reid delivers 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 enjoys building long-lasting relationships with clients and helping them find unique solutions to meet their needs.
Education and credentials
Interests
Education
Wealth Strategy Associate
“For us, there is no such thing as a one-size-fits-all approach.”
Cole was introduced to wealth management at a young age by his father, a UBS Financial Advisor in DC. He followed in his father’s footsteps by joining UBS in 2021 after graduating from Wake Forest University, magna cum laude. As a Wealth Strategy Associate, Cole assists Everett and Hollanda to manage client asset allocation and financial planning.
Prior to joining The Weinberger Group, Cole worked at the UBS Wealth Advice Center where he completed a Financial Advisor Training Program. He assisted clients with their portfolios and implemented wealth planning solutions. He enjoys connecting with clients and their next generation to help them make smart financial moves, and to help protect and grow their assets.
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 was introduced to wealth management at a young age by his father, a UBS Financial Advisor in DC. He followed in his father’s footsteps by joining UBS in 2021 after graduating from Wake Forest University, magna cum laude. As a Wealth Strategy Associate, Cole assists Everett and Hollanda to manage client asset allocation and financial planning.
Prior to joining The Weinberger Group, Cole worked at the UBS Wealth Advice Center where he completed a Financial Advisor Training Program. He assisted clients with their portfolios and implemented wealth planning solutions. He enjoys connecting with clients and their next generation to help them make smart financial moves, and to help protect and grow their assets.
Previous experience
Education and credentials
Interests
Education
Intern
Intern
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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