Experience Makes all the difference

At The Weisberg Group, we believe that true financial success begins with a holistic financial plan to pursue the goals that matter. Whether that goal is achieving the retirement you’ve always dreamed about, providing a legacy to your loved ones, or establishing a retirement plan that can create a better future for your employees, we have the proven strategies and advice to help. Our team has one priority—to improve the lives of our clients, their loved ones, and the community around us.

Richard J. Weisberg, CRPS®

Senior Vice President - Wealth Management
Financial Advisor
Chartered Retirement Plans Specialist (CRPS®)
Senior Retirement Plan Consultant
Wealth Advisor
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239-254-7102

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The experience to guide you forward
With more than 20 years of financial services experience, Rich founded The Weisberg Group because of his passion for helping clients. He moved his practice from Merrill Lynch to UBS Financial Services Inc. in March of 2008, providing comprehensive wealth management guidance for individual clients, as well as defined contribution and defined benefit plan consulting for plan sponsors and their participants.

Rich brings his clients an integrated perspective on the full services of UBS. Specifically, he focuses on the areas of financial planning, trusts, retirement planning, business succession, stock option strategies, legacy planning, insurance planning, as well as banking and lending. As a Senior Retirement Plan Consultant, he works with companies and institutions to help determine the plan best suited to their goals and the needs of their employees.

Rich is respected by his clients for always putting their interests first and providing cost-effective and efficient investment strategies. Rich prides himself on his work ethic and the care he shows each client. Because of his background and specialized advice, Rich has built a select and highly satisfied client base.

Professional achievements and education

  • PLANADVISER’s Top 100 Retirement Plan Advisers, 2015
  • Series 7, 31, 63 and 65 securities licenses
  • Life, health and variable annuity licenses
  • B.S., Ohio State University

Outside of UBS
Rich has served on the boards of The Ohio State University Alumni Association of Naples, The Economic Development Council of Collier County, The Conservancy of Southwest Florida Business Development and Economic Affairs Committee and The Chabad of Naples. Most recently, he was among the few professionals selected to the Leadership Collier Class of 2017. He and his wife, Adrianne, reside in Naples with their three children, Catlyn, Chloe and Honey.


Registered States:
AR, AZ, CA, CT, DC, FL, ID, IN, MA, ME, MI, MN, NC, NJ, NY, OH, PA, SC, TX, WA, WI


Edison Martinez

Wealth Strategy Associate
239-254-7101

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The experience to guide you forward
As a 20-year resident of Naples, Edison has extensive financial services experience working with a broad range of local and national clients. Prior to joining UBS, he managed personal and business banking relationships at Fifth Third Bank, focusing on complex cash management, credit and lending strategies.

With The Weisberg Group, Edison is dedicated to providing an exceptional client experience. He manages reporting, proposals, investment strategies, and coordinates retirement plan enrollment and services. In addition, Edison is fluent in Spanish, which he has found to be very useful in his role providing educational support for retirement plan participants.

Professional achievements and education

  • Series 7 and 66 securities licenses
  • M.B.A., finance, Lutgert College of Business, Florida Gulf Coast University
  • B.S., management, Florida Gulf Coast University

Outside of UBS
Edison has collaborated with the Small Business Development Center as a consultant for local businesses. He has served on the Governance and Finance Panel for the United Way of Collier County and has volunteered for The Shelter for Abused Women & Children, Barefoot Beach Preserve and the Happehatchee Center. Edison enjoys boating and jet skiing, going to the gym and spending time with family, especially his young niece, Sophia.


Kathleen Morretta

Senior Client Service Associate
239-254-7122

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The experience to guide you forward
Kathleen joined UBS in 2001 as an Executive Assistant in the Asset Management division, supporting five global executives. Her experience managing the complex needs of an international team has given her deep insight into the resources and capabilities of UBS. Kathleen prides herself on her ability to anticipate clients’ needs, her attention to detail in providing exemplary service as well as her loyal and caring nature.

Outside of UBS
Having recently moved to Naples from New York, Kathleen volunteers with local animal shelters and rescue centers. She has been active with UBS volunteer initiatives, including Big Sisters. Also, inspired by her brother's experience as a career Marine, Kathleen has worked with the James J. Peters VA Medical Center in Bronx, NY.