Senior Vice President–Investments
Senior Institutional Consultant, UBS Institutional Consulting Program
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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Investments
Senior Institutional Consultant, UBS Institutional Consulting Program
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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Account Vice President
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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Account Vice President
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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Client Associate
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.
Senior Client Associate
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.
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.
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.
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