Experience Makes all the difference

The Brackett Group respects our clients' unique needs. 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 are diligent. We have a solid commitment to consistency. We do not assume, WE ASK, WE DOUBLE-CHECK, WE FOLLOW THROUGH. We are accountable. Our goal is to do the right thing with the right intent for each of our clients and we are committed. We make our clients' concerns OUR concerns.

Nena P. Brackett, CIMA®

Senior Vice President - Investments
Certified Investment Management Analyst (CIMA®)
Institutional Consultant, UBS Institutional Consulting
Retirement Plan Consultant
713-965-8168
nena.brackett@ubs.com

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Nena Brackett has 31 years of security industry experience, all with UBS Financial Services, Inc. and heads The Brackett Group within UBS in investment management consulting. She holds a BBA from the University of Texas, Austin, is an active member of Investments and 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 UBS Institutional Consulting Group.


Registered States:
AL, AZ, CA, FL, GA, LA, MD, NM, NY, OH, PA, TN, TX, VA, VT


Evan Martin, CFP®, AWMA®

Financial Advisor Associate
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
713-965-8172
evan.martin@ubs.com
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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, AZ, CA, FL, GA, LA, MD, NM, NY, OH, PA, TN, TX, VA, VT


Mary Rachael Rogers

Senior Registered Client Service Associate
713-965-8170
rachael.rogers@ubs.com

Rachael has more than 24 years experience in the financial services industry. She joined the Brackett Group from Oppenheimer & Co., Inc. in Houston where she spent 17 of her 24 years. Rachael's responsibilities include administrative and operational support interfacing with team members and clients.


Registered States:
AL, CA, GA, LA, PA, TX, VA, VT