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Client Specialists

James Atkins

Director
Intermediary Strategist

727.434.6422

Background

James Atkins, Director, joined SCM in 2015 and has industry experience since 2014. James is an Intermediary 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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