Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young professional woman

Evan Martin, CFP, CIMA, AWMA

Financial Advisor

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 AdvisorSM 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.

Registered States:
  • AL
  • CA
  • DC
  • GA
  • MD
  • MI
  • NC
  • NH
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY


  • Bachelor's of Science in Economics, Texas A&M University


  • Accredited Wealth Management Advisor
  • Certified Investment Management Analyst®

Financial planning
Education planning
Long-term care planning
Retirement planning
Legacy planning
750 Town and Country Blvd
Suite 400
Houston, TX 77024
  • (713) 965-8172

Email Me

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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