A plan for today, tomorrow and generations to come

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Scott

    Robert Atkinson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • GA
    • HI
    • IN
    • KS
    • MA
    • MD
    • NC
    • NY
    • OK
    • OR
    • TX
    • WY

    Scott enjoys a 29-year career in wealth management and specializes in retirement planning. He is passionate about his service-oriented approach to help clients pursue their retirement dreams. Before Scott joined UBS in 2009, he was a vice president at Morgan Stanley. Scott holds Series 7, 31 and 63 securities and insurance licenses. He earned a B.S. in Industrial Distribution from Texas A&M University. Scott enjoys traveling, cooking, hunting and spending time with his family and friends.  He lives in College Station, Texas with his wife, Melissa.

      • Texas A&M University, B.S. Industrial Distribution
        175 Century Square Dr, Ste 300
        Suite 300
        College Station, TX 77840
        scott.atkinson@ubs.com
        Robert Atkinson
        175 Century Square Dr, Ste 300,College Station,TX,77840
      Three generations in apple orchard

      Turn possibilities into a plan

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      A leading global wealth manager

      Texas

      Donor-advised funds

      Year-end charitable giving

      As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

      For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $6.9 trn

      UBS Group invested assets
      As of 10/29/2025

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

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