A plan for today, tomorrow and generations to come

The Atkinson Group

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.

Mother daughter on couch

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

    • image
    • image
    • image
    • CA
    • FL
    • HI
    • IN
    • KS
    • MA
    • MD
    • MO
    • NC
    • NJ
    • NY
    • OH
    • 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
      • Melissa

        Melissa Atkinson

        Client Associate

        • image
        • image
        • image
        • TX

        As a Client Service Associate, Melissa's strongest asset is the relationships she develops with clients. She has a passion for providing clients with the best possible service, by drawing on experience and knowledge, she tailors specific solutions to each clients unique needs. She enjoys gardening, traveling and spending time with her family.

        Melissa began her career in the financial services industry in 1994.

        She earned a B.S. in Building Construction from Texas A&M University.

        She is FINRA - registered and holds a Series 7 and 63 securities licenses.

          • Texas A & M University, B.S. in Building Construction
            175 Century Square Dr, Ste 300
            Suite 300
            College Station, TX 77840

          Focus on liquidity management

          CIO House View monthly livestream


          UBS and Credit Suisse—stronger than ever

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager