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
Chartered Retirement Plans Specialist (CRPS®)
Senior Retirement Plan Consultant
Wealth Advisor
Visit my personal page
239-254-7102

email   Connect with me on LinkedIn



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

Melanie Sue Kotsonis

239-254-7122

email



The experience to guide you forward

Melanie has returned to Naples, FL to join the team after working at UBS in New Jersey in several roles. Her experience at UBS and a career that has included financial industry and customer service experience brings a client-centered mindset to provide an exceptional experience for our clients.

Professional achievements and education

Series 7, 66 & 9/10

B.A., University of Kentucky

Outside of UBS

Melanie has been involved in various activities including volunteering with Habitat for Humanity and a Hospice organization. Melanie loves sports, experimenting with new recipes and spending time with her family and friends. She and her husband, John, reside in Estero.

Registered States

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

 


Registered States:
FL, MA, NJ, NY