Experience Makes all the difference

We realize that financial success can be achieved by adhering to time tested principles. We make decisions that support our clients' financial growth and stability. We have a solid commitment to consistency, we do not assume, we ask, we double-check and we follow through. Our goal is to do the right thing with the right intent for every client we work with. Our clients are entitled to complete confidentiality and we are committed to dutifully protect it. Our clients' concerns have always been and will always be our concerns.

Test D'Aiutolo

Visit my personal page
713-965-8168

email



Evan Martin, CFP®, AWMA®, CIMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
Certified Investment Management Analyst (CIMA®)
Visit my personal page
713-965-8172

email   Connect with me on LinkedIn



Evan joined UBS in October of 2016 and is a CERTIFIED FINANCIAL PLANNER™ professional.  He also 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.


Registered States:
AL, CA, CO, DC, GA, LA, MD, ME, MI, NH, NY, PA, SC, TN, TX, VA, VT, WY

Mary Rachael Rogers

Senior Registered Client Service Associate
713-965-8170
--

email



Rachael has over 25 year of experience in the securities industry. Rachael is responsible for the team's administrative and operational support interfacing with clients.  She is Series 7, 63 & 65 licensed.

 


Registered States:
AL, CA, GA, TX, VA