Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Nena Brackett, CIMA®

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- AL
- CA
- DC
- GA
- LA
- MD
- MI
- NC
- NH
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WY
Nena Brackett has over 30 years of securities industry experience, all with UBS Financial Services Inc. and its predecessor firm PaineWebber, Inc. Nena specializes in working with institutions, and UHNW individuals and families, in providing comprehensive wealth management services. She holds a BBA from University of Texas, Austin and is an active member of the Investments & Wealth Institute, and is a Certified Investment Management Analyst (CIMA®) through The Wharton School of Business. Nena is a Senior Institutional Consultant, Retirement Plans Consultant and is a member of the UBS Institutional Consulting Group.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- University of Texas, Austin, BBA
- Certified Investment Management Analyst®
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Retirement Plan Consultant
Institutional consulting

Retirement planning

Financial planning

Long-term care planning

Retirement Plan consulting

750 Town and Country Blvd
Suite 400
Houston, TX 77024

nena.brackett@ubs.com

Nena Brackett, CIMA®

750 Town and Country Blvd,Houston,TX,77024
Evan Martin, CFP, CIMA, AWMA

Account Vice President

Financial Advisor
View bio Industry recognition
- AL
- CA
- DC
- GA
- LA
- MD
- MI
- NC
- NH
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WY
Evan joined UBS in October of 2016 and is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management Analyst (CIMA®) and holds the Accredited Wealth Management Advisor^SM designation. Prior to joining UBS, Evan worked at Hines Securities and Invesco AIM. Evan earned a B.S. in Economics from Texas A&M University. He is FINRA-registered and holds the Series 7, Series 66, and Series 63 designations as well as a license for life, accident and health insurance.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Texas A&M University, Economics
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Accredited Wealth Management Advisor℠
750 Town and Country Blvd
Suite 400
Houston, TX 77024

evan.martin@ubs.com

Evan Martin, CFP, CIMA, AWMA

750 Town and Country Blvd,Houston,TX,77024
Kris Recker, CPF, CIMA, AAMS

Financial Advisor
View bio Industry recognition
- AL
- CA
- DC
- GA
- LA
- MD
- MI
- NC
- NH
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WY
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Institutional Consultant, UBS Institutional Consulting Program
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
307 International Circle
Suite 440
Hunt Valley, MD 21030

kris.recker@ubs.com

Kris Recker, CPF, CIMA, AAMS

307 International Circle,Hunt Valley,MD,21030
Mary Rachael Rogers

Senior Client Associate
View bio
- AL
- CA
- GA
- NY
- TX
- VA
Rachael began her career in the investment industry in 1994. She is a Senior Registered Client Service Associate responsible for administrative support and client service for Brackett Martin Wealth Management, interfacing with team members and clients. Rachael is FINRA registered and holds Series 7, 63 and 65 licenses.
750 Town and Country Blvd
Suite 400
Houston, TX 77024

rachael.rogers@ubs.com

Mary Rachael Rogers

750 Town and Country Blvd,Houston,TX,77024

Nena Brackett, CIMA®

Senior Vice President–Investments

Financial Advisor
View bio Industry recognition
- AL
- CA
- DC
- GA
- LA
- MD
- MI
- NC
- NH
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WY
Nena Brackett has over 30 years of securities industry experience, all with UBS Financial Services Inc. and its predecessor firm PaineWebber, Inc. Nena specializes in working with institutions, and UHNW individuals and families, in providing comprehensive wealth management services. She holds a BBA from University of Texas, Austin and is an active member of the Investments & Wealth Institute, and is a Certified Investment Management Analyst (CIMA®) through The Wharton School of Business. Nena is a Senior Institutional Consultant, Retirement Plans Consultant and is a member of the UBS Institutional Consulting Group.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- University of Texas, Austin, BBA
- Certified Investment Management Analyst®
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Retirement Plan Consultant
Institutional consulting

Retirement planning

Financial planning

Long-term care planning

Retirement Plan consulting

750 Town and Country Blvd
Suite 400
Houston, TX 77024

nena.brackett@ubs.com

Nena Brackett, CIMA®

750 Town and Country Blvd,Houston,TX,77024
Evan Martin, CFP, CIMA, AWMA

Account Vice President

Financial Advisor
View bio Industry recognition
- AL
- CA
- DC
- GA
- LA
- MD
- MI
- NC
- NH
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WY
Evan joined UBS in October of 2016 and is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management Analyst (CIMA®) and holds the Accredited Wealth Management Advisor^SM designation. Prior to joining UBS, Evan worked at Hines Securities and Invesco AIM. Evan earned a B.S. in Economics from Texas A&M University. He is FINRA-registered and holds the Series 7, Series 66, and Series 63 designations as well as a license for life, accident and health insurance.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Texas A&M University, Economics
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Accredited Wealth Management Advisor℠
750 Town and Country Blvd
Suite 400
Houston, TX 77024

evan.martin@ubs.com

Evan Martin, CFP, CIMA, AWMA

750 Town and Country Blvd,Houston,TX,77024
Kris Recker, CPF, CIMA, AAMS

Financial Advisor
View bio Industry recognition
- AL
- CA
- DC
- GA
- LA
- MD
- MI
- NC
- NH
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WY
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Institutional Consultant, UBS Institutional Consulting Program
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
307 International Circle
Suite 440
Hunt Valley, MD 21030

kris.recker@ubs.com

Kris Recker, CPF, CIMA, AAMS

307 International Circle,Hunt Valley,MD,21030
Mary Rachael Rogers

Senior Client Associate
View bio
- AL
- CA
- GA
- NY
- TX
- VA
Rachael began her career in the investment industry in 1994. She is a Senior Registered Client Service Associate responsible for administrative support and client service for Brackett Martin Wealth Management, interfacing with team members and clients. Rachael is FINRA registered and holds Series 7, 63 and 65 licenses.
750 Town and Country Blvd
Suite 400
Houston, TX 77024

rachael.rogers@ubs.com

Mary Rachael Rogers

750 Town and Country Blvd,Houston,TX,77024

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Lasting relationships. For all that matters

Pursuing your goals together

Nena Brackett, CIMA®

Evan Martin, CFP, CIMA, AWMA

Kris Recker, CPF, CIMA, AAMS

Mary Rachael Rogers