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Nena Brackett has 33 years of securities industry experience, all with UBS Financial Services Inc. and its predecessor firm PaineWebber, Inc.  She heads Brackett Martin Wealth Management within UBS and specializes in working with institutions and individuals 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.

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.

Kris began her career in 1997 with PaineWebber's Managed Account Consulting Group.  As a Technical Analyst, she assisted financial advisors with constructing goals-based portfolios and selecting investment management strategies.  Her experience includes Consulting Group Analyst at Graystone Consulting (a separate business of Morgan Stanley Wealth Management) where she conducted Investment Manager due diligence and Senior Financial Advisor at Merrill Lynch where she served as an analyst/portfolio manager.  Kris has spent the majority of her career as an Institutional Analyst and Financial Advisor at UBS Financial Services  where she is dedicated in assisting foundations/endowments, non-profit organizations, corporate executives, and committee members with fulfilling their fiduciary responsibilities.  Over the years, Kris has gained extensive knowledge in investment policy, portfolio/investment analytics and portfolio trading.

Kris graduated from Pennsylvania State University and has earned the Certified Investment Management Analyst (CIMA) designation from Investments and Wealth Institute and is FINRA licensed holding Series 7 and 66 licenses.

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.