Experience

Makes all the difference

For over a quarter of a century Scott has offered his clients a wealth of experience. He has lived through and learned from at least three major market downturns. The lessons he learned help him to engineer personal financial solutions that meet their clients' goals and minimize risks. Clients tell them they appreciate the peace of mind and confidence this personal approach instills. Scott commitment is to continuously provide the type of service that warrants the trust his clients have in them.

Robert Atkinson

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • CA
  • FL
  • HI
  • IN
  • KS
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • TX
  • WY

Education

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

Email Me

Melissa Atkinson

Client Associate

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.

Registered States:
  • TX

Education

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

Email Me