Client Login



Check the Background of this Firm

Download Team Bio

Atkinson Alvarez Team

Armand Atkinson, MS CFP® CIMA® ChFEBC®
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
With years of industry experience, we are dedicated to our craft of being Certified Financial Planner (CFP®) professionals. We take pride in utilizing the most up-to-date financial planning/wealth management tools and technology to help guide our clients. Where applicable, we serve as fiduciary advisors to our clients by managing money on a discretionary basis. Our Team takes a personalized approach to wealth management and strives to build a trusted, valued relationship with our clients. We believe in a systematic and detailed approach to money management that is based on the foundation of intellectual rigor and discipline.

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 advisors, the Team can:

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

ABOUT US
Armand Atkinson has more than eleven 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 23 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