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

    Senior 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

    Nena Brackett has over 30 years of securities industry experience, all with UBS Financial Services Inc. and its predecessor firm PaineWebber, Inc.  Nena specializes in working with institutions, and UHNW individuals and families, in providing comprehensive wealth management services.  She holds a BBA from University of Texas, Austin and is an active member of the Investments & Wealth Institute, and is a Certified Investment Management Analyst (CIMA®) through The Wharton School of Business.  Nena is a Senior Institutional Consultant, Retirement Plans Consultant and is a member of the UBS Institutional Consulting Group.

    • 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
    • Senior Institutional Consultant, UBS Institutional Consulting Program
    • 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

    Evan Martin, CFP, CIMA, AWMA

    Account Vice President

    Financial Advisor

    • image
    • image
    • image
    • AL
    • CA
    • DC
    • GA
    • LA
    • 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
    evan.martin@ubs.com
    Evan Martin, CFP, CIMA, AWMA
    750 Town and Country Blvd,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
          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.

        House View Monthly

        Couple in an art gallery

        Comprehensive planning for significant wealth

        Three generations in apple orchard

        Turn possibilities into a plan

        UBS Year Ahead 2025

        Roaring 20s: The next stage

        Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

        A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

        Read the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

        Insights