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. I have been recognized as Forbes Best-In-State Wealth Advisors for New York in 2019.

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 enjoys movies, gardening and traveling with family and friends.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Investment Management Analyst (CIMA®)
• 2019 Forbes Best-In-State Wealth Advisor for New York

• A.B. Political Science, Magna Cum Laude, Columbia University
• MBA, Stanford University Graduate School of Business

• Series 63, Uniform Securities State Agent
• Series 66, Uniform Combined State Law
• Series 7, General Securities Representative
• Annuity and Life Insurance Licenses
• Series 31, Futures Managed Funds

• University Club Member
• Author, Wannabe: A Would-Be Player’s Misadventures in Hollywood

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA