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Relationship Managers, Sales & Consultants

James Atkins

Director
Client Strategist

727.434.6422

Background

James Atkins, Director, joined SCM in 2015 and has industry experience since 2012. James is a Senior Client Strategist. Previously, he was an associate client strategist responsible for raising assets within the RIA/DCIO marketplace. Prior to joining SCM, he worked as a financial solutions advisor for Wells Fargo Advisors Solutions. James received his B.B.A. with a concentration in Marketing from Middle Tennessee State University.

Area of Focus

  • Client strategist

Previous Experience

  • Wells Fargo Advisors Solutions
  • Merrill Lynch

Education

  • B.B.A. Middle Tennessee State University
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