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 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, MA, MD, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA

William specializes in investment analysis, client coverage and research. Prior to joining UBS in 2011, William worked as a Senior Investment Associate at Merrill Lynch for seven years and at Trautman Wasserman & Co., a private equity firm. He is a Certified Financial Planner™ (CFP^®) professional.

William graduated from St. John’s University and received an M.B.A. from Fordham University. He is a member of the New York Athletic Club and mentors inner city students through iMentor. He lives in Brooklyn with his wife, Lindsey, and daughter, Olivia. William enjoys traveling and competitive squash.

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

Tara specializes in superior client service and oversees client administration for The Weinberger Group. Tara has earned her Series 7 and 66 securities licenses.

Tara has over 20 years of experience in the financial services industry. She joined UBS in 2011 and was previously with Merrill Lynch and JP Morgan. She lives in Brooklyn and enjoys knitting, traveling and playing with her dog, Frankie.

Registered States:
AZ, CA, CT, FL, GA, IL, IN, MA, MD, ME, MO, NC, NJ, NY, OH, PA, SC, VA, WA

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, CT, FL, GA, IL, IN, MA, MD, ME, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA