Let's move forward. Together.

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.

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

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- CA
- DC
- GA
- LA
- MD
- MI
- NC
- NH
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WY
- 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
- Institutional Consultant, UBS Institutional Consulting Program
- Certified Investment Management Analyst®
- Senior Retirement Plan Consultant
Institutional consulting

Retirement Plan consulting

Financial planning

Retirement planning

Long-term care planning

Legacy planning

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
- 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℠
Financial planning

Long-term care planning

Retirement planning

Legacy planning

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
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

Institutional Consultant, UBS Institutional Consulting Program
View bio Industry recognition
- AL
- CA
- DC
- GA
- LA
- MD
- MI
- NC
- NH
- NV
- NY
- PA
- SC
- TN
- TX
- VA
- VT
- WY
- 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
- Institutional Consultant, UBS Institutional Consulting Program
- Certified Investment Management Analyst®
- Senior Retirement Plan Consultant
Institutional consulting

Retirement Plan consulting

Financial planning

Retirement planning

Long-term care planning

Legacy planning

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
- 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℠
Financial planning

Long-term care planning

Retirement planning

Legacy planning

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
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

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Your life, wealth and future

How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. This approach can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Outlook on interest rates

Foundations and endowments

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Nena Brackett, CIMA®

Evan Martin, CFP, CIMA, AWMA

Mary Rachael Rogers

Nena Brackett, CIMA®

Evan Martin, CFP, CIMA, AWMA

Mary Rachael Rogers

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A focus on personalized access and service

Your life, wealth and future

Outlook on interest rates

Foundations and endowments

Global Wealth Report 2024

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

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