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Atkinson Alvarez Team

Armand Atkinson, CFP® CIMA® MPAS® MS-PFP
CERTIFIED FINANCIAL PLANNER™ & Financial Advisor
aatkinson@nbcsecurities.com
(727) 623-0346

Robert G. Alvarez, CFP® 
CERTIFIED FINANCIAL PLANNER™ & Insurance Director
ralvarez@nbcsecurities.com
(813) 386-6034

VALUE STATEMENT
Applying over 32 years of financial planning, insurance and wealth management experience, the Atkinson Alvarez Team provides comprehensive solutions to a diversified client base.  Whether that client is an individual, a small business, a non/not-for-profit organization or an institutional client, the Team offers a strategic approach to financial management and investment services.

BUSINESS ALLIANCE PROGRAM
The Atkinson Alvarez Team provides a full range of investment services to institutional clients to enable them to meet the ever-evolving financial needs of their customers.  The Team delivers customized solutions targeted to address the unique objectives of its clients while improving productivity, profitability, and added customer value – offering a full-range of products and services designed to compliment traditional client products without product or vendor bias, such as:

NON/NOT-FOR-PROFIT ORGANIZATIONS & ENDOWMENTS
The Atkinson Alvarez Team can address the challenges that non/not-for-profit organizations and endowments face in managing an investment portfolio and spending requirements.  As your advisors, the Team can:

Whether a foundation, a private trust, an educational institution, or social services organization, the Atkinson Alvarez Team can assist you in effectively and efficiently acheiving your mission.

ABOUT US
Armand Atkinson has more than ten years of professional investment management experience. He holds a Masters of Science Degree in Personal Financial Planning. He also holds a CIMA® designation through the Wharton School at the University of Pennsylvania, and is a CERTIFIED FINANCIAL PLANNER™.

Robert Alvarez is a 3rd generation Floridian with over 20 years of financial services industry experience. He is a graduate of the University of South Florida with a degree in finance and is a CERTIFIED FINANCIAL PLANNER™.

Areas of Focus