Nena Brackett has 33 years of security industry experience, all with UBS Financial Services Inc. and its predecessor firm Paine Webber, Inc.  She heads Brackett Martin Wealth Management within UBS in investment management consulting. She holds a BBA from the 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 Vice President - Investments, Institutional Consultant, Retirement Plans Consultant and is a member of the elite UBS Institutional Consulting Group.

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

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

 

 

nal support interfacing with team members and clients.

 

 

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