Perry Atkins
Managing Director & Family Wealth Advisor at Robert W. Baird & Co.
- Role
- Managing Director & Family Wealth Advisor at Baird
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Perry Atkins
As a Managing Director and Family Wealth Advisor with The Atkins Group at Baird, I’ve had…
Experience
Managing Director & Family Wealth Advisor
Nov 2014 — Present · Seattle, WA, US
Education
University of Buffalo, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
1979 — 1983
Skills
- Financial Planning
- Portfolio Management
- Series 7
- 10b5
- Employee Stock Options
- Investment Advisory
- Retirement Planning
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