Scott Atkinson
About Scott Atkinson
Scott Atkinson is a Senior Vice President of Wealth Management at UBS Financial Services Inc., with over 28 years of experience in the field, focusing on retirement planning. He previously held positions at A.G. Edwards and Morgan Stanley, and he studied Industrial Distribution at Texas A&M University.
Current Position at UBS
Scott Atkinson serves as Senior Vice President in Wealth Management at UBS Financial Services Inc. He has held this position since 2009, contributing to the firm's operations in the Bryan/College Station, Texas Area. In this role, he focuses on providing tailored financial strategies to clients, emphasizing a service-oriented approach to help them achieve their retirement goals.
Previous Experience in Wealth Management
Before joining UBS, Scott Atkinson worked at Morgan Stanley as First Vice President of Wealth Management for 15 years, from 1994 to 2009, in the Bryan/College Station, Texas Area. His career began at A.G. Edwards, where he served as a Financial Advisor for two years in Lake Charles, Louisiana, from 1992 to 1994. This extensive experience has equipped him with a deep understanding of the wealth management industry.
Education and Expertise
Scott Atkinson earned a Bachelor of Science degree in Industrial Distribution from Texas A&M University, where he studied from 1979 to 1982. His educational background supports his expertise in wealth management, particularly in retirement planning, which has been a focal point throughout his 28-year career.
Licenses and Certifications
Scott Atkinson holds several important securities and insurance licenses, including Series 7, 31, and 63. These licenses enable him to provide comprehensive financial advice and services to his clients, ensuring compliance with regulatory standards in the wealth management sector.
Focus on Retirement Planning
Throughout his career, Scott Atkinson has maintained a strong focus on retirement planning. He is passionate about employing a service-oriented approach to assist clients in pursuing their retirement dreams, reflecting his commitment to client-centered financial management.