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.

Adult couple on cell phone

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

    Nena Brackett, CIMA®

    Senior Vice President–Investments

    Institutional Consultant, UBS Institutional Consulting Program

    • image
    • image
    • image
    • 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, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 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
  • Evan-Martin

    Evan Martin, CFP, CIMA, AWMA

    Financial Advisor

    • image
    • image
    • image
    • 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 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.

    • 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
  • Mary-Rogers

    Mary Rachael Rogers

    Senior Client Associate

    • image
    • image
    • 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

        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

        Your life, wealth and future

        CIO House View monthly livestream

        Foundations and endowments

        Foundations and endowments

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

        Backed by the strength of UBS

        A global leader in wealth management

        $5+ trillion

        In invested assets globally 
        As of 11/07/2023

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights