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 guided clients through multiple market cycles with a steady hand and deep market insight. 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 and acquisitions in Latin America. During this time, he received his M.B.A. from Stanford University.
Everett’s experience advising corporate clients, combined with his passion for investing, forms the foundation of his approach to comprehensive financial planning and portfolio management. He works closely with successful executives, families, and businesses — including managing the personal portfolios of senior leaders at UBS and on Wallstreet. Clients value the team’s analytical and thoughtful approach to all aspects of their financial lives, from asset management to retirement 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 guided clients through multiple market cycles with a steady hand and deep market insight. 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 and acquisitions in Latin America. During this time, he received his M.B.A. from Stanford University.
Everett’s experience advising corporate clients, combined with his passion for investing, forms the foundation of his approach to comprehensive financial planning and portfolio management. He works closely with successful executives, families, and businesses — including managing the personal portfolios of senior leaders at UBS and on Wallstreet. Clients value the team’s analytical and thoughtful approach to all aspects of their financial lives, from asset management to retirement 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’m passionate about equipping clients with the knowledge and support they need to feel confident in their financial decisions.”
Hollanda works closely with successful executives and families to design financial plans tailored to their goals and life stages. She began her career in 2011 as a wealth management analyst at Merrill Lynch. Nearly 15 years later, Hollanda has built enduring relationships with clients while working alongside Everett, helping to deliver thoughtful, long-term financial guidance.
As a female millennial financial advisor, Hollanda brings a fresh perspective to both her team and her clients. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations, equipping her to guide clients through major life transitions with clarity and care. Whether it’s aligning asset allocation with evolving priorities or crafting a personalized financial strategy, Hollanda is committed to helping clients move confidently into 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’m passionate about equipping clients with the knowledge and support they need to feel confident in their financial decisions.”
Hollanda works closely with successful executives and families to design financial plans tailored to their goals and life stages. She began her career in 2011 as a wealth management analyst at Merrill Lynch. Nearly 15 years later, Hollanda has built enduring relationships with clients while working alongside Everett, helping to deliver thoughtful, long-term financial guidance.
As a female millennial financial advisor, Hollanda brings a fresh perspective to both her team and her clients. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations, equipping her to guide clients through major life transitions with clarity and care. Whether it’s aligning asset allocation with evolving priorities or crafting a personalized financial strategy, Hollanda is committed to helping clients move confidently into 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:
Financial Advisor
“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. Cole earned his CERTIFIED FINANCIAL PLANNER® certification in 2024, to continue helping clients and their next generation make smart financial moves, and to help protect and grow their assets.
Previous experience
Education and credentials
Interests
Financial Advisor
“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. Cole earned his CERTIFIED FINANCIAL PLANNER® certification in 2024, to continue helping clients and their next generation make smart financial moves, and to help protect and grow their assets.
Previous experience
Education and credentials
Interests
Senior Registered 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 delivering exceptional client service and oversees all aspects of client administration for The Weinberger Group, such as client onboarding, account maintenance, and disbursement requests. She has worked on The Weinberger Group for close to 20 years. Recognized for her expertise, Tara serves as a Client Associate coach at UBS, where she mentors peers and shares best practices across the firm.
With a keen eye for detail and a commitment to excellence, Tara takes pride in simplifying the complexities of our clients’ financial lives. Her organizational skills and dedication have earned the trust of clients and helped foster long-standing relationships built on reliability and care.
Credentials
Previous experience
Interests
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Registered 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 delivering exceptional client service and oversees all aspects of client administration for The Weinberger Group, such as client onboarding, account maintenance, and disbursement requests. She has worked on The Weinberger Group for close to 20 years. Recognized for her expertise, Tara serves as a Client Associate coach at UBS, where she mentors peers and shares best practices across the firm.
With a keen eye for detail and a commitment to excellence, Tara takes pride in simplifying the complexities of our clients’ financial lives. Her organizational skills and dedication have earned the trust of clients and helped foster long-standing relationships built on reliability and care.
Credentials
Previous experience
Interests
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Registered 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 clients by attending to their account management needs, including trading, implementation of alternative investments, and account maintenance. He joined UBS Private Wealth Management in 2022 and became part of The Weinberger Group in 2023.
Reid graduated magna cum laude from Syracuse University with a dual focus in finance and advertising. He is passionate about building long-term relationships and takes pride in helping clients find thoughtful, personalized solutions to meet their evolving needs.
Education and credentials
Interests
Education
Registered 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 clients by attending to their account management needs, including trading, implementation of alternative investments, and account maintenance. He joined UBS Private Wealth Management in 2022 and became part of The Weinberger Group in 2023.
Reid graduated magna cum laude from Syracuse University with a dual focus in finance and advertising. He is passionate about building long-term relationships and takes pride in helping clients find thoughtful, personalized solutions to meet their evolving needs.
Education and credentials
Interests
Education
Client Associate
Client Associate
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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