Armand Atkinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NBC Securities, Inc. in Tampa, FL and the surrounding communities.
Wealth Management Approach
As an investor, your financial needs may be more complex than that of the average person. I’ll work with you to create a plan with a goal to simplify your overall financial picture and provides long-term strategies for goals such as retirement, managing taxes, planning for a child’s education funding and wealth preservation. I will work with you to create strategies and deliver personalized solutions for accumulating, protecting and transferring wealth – in addition to using your wealth to help create an income stream during retirement.
Your investments will be arranged for the best blend of investment strategy and tax efficiency. While I do not complete tax returns, I do evaluate your tax situation and recommend strategies to minimize your income tax consistent with your long-term goals.
My comprehensive approach to providing wealth management services can help simplify your life.
Mr. Atkinson has more than eleven years of professional investment management experience. He holds a Master of Science Degree in Personal Financial Planning. He also holds the CIMA designation through the Wharton School at the University of Pennsylvania and the CFP designation among other industry recognized designations. Armand has been a Dave Ramsey ELP (Endorsed Local Provider) since 2010, and proudly serves as both a SmartVestor Pro and an ELP for long-term care insurance.
He also holds the Accredited Investment Fiduciary (AIF®), Chartered Life Underwriter (CLU®), Chartered Employee Benefits Counselor (ChFEBC®), Master Planner Advanced Studies (MPAS®), Accredited Wealth Management Advisor (AWMA®), Chartered Retirement Planning Counselor (CRPC®) and Chartered Mutual Fund Counselor (CMFC®) designations from the College for Financial Planning.
He has completed and currently holds the FINRA Series 7, FINRA Series 66, along with the Florida Life, Health & Variable Annuities License. He serves as an approved 403(b)/457 representative for Pinellas County Schools, Manatee County Schools, St. Petersburg College and the State College of Florida.
Based on licenses and registrations he holds, He may conduct business in CO, FL, LA, MD, MA, NC, OH & TN.
He currently resides in Saint Petersburg, FL with his wife Maria and daughter Amelia. He enjoys networking and being active within his community. His hobbies include soccer, cycling and traveling.
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...Read More >