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
  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor
  • Certified Investment Management Analyst®

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

Email Me

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