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

Senior Vice President–Wealth Management

Financial Advisor

Evan joined UBS in October of 2016 and is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management Analyst (CIMA). 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
  • AZ
  • CA
  • DC
  • GA
  • LA
  • MI
  • NC
  • NH
  • NV
  • NY
  • OK
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
  • UBS Rising Advisors, 2026The UBS Rising Advisor designation is an internal recognition for a UBS Financial Advisor with less than 8 years of industry experience and is based on business growth and an evaluation of their compliance with firm rules, standards & policies. The designation does not relate to the quality of investment advice.

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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings