Your browser preferences are set to block location sharing.
Please adjust your preferences, or click here to view all offices.
PFM James Atkinson Miami FL PAT 1

James Atkinson

Associate, Wealth Manager, Miami

James Atkinson, Miami, helps clients by creating personalized wealth management plans at the Miami office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. James provides broad-based financial planning on a variety of topics, including investments, retirement planning, risk management, cash flow management, and employee benefits, mainly from Fortune 500 companies.

Previously James worked at Morgan Stanley as a Financial Advisor for a small team in the Atlanta Buckhead branch. Prior to his role as a Financial Advisor he was a Wealth Advisor Associate where he ran comprehensive financial planning for existing clients and prospects for Morgan Stanley in Atlanta. Before James move into the securities industry he worked as an insurance and annuity planning specialist for Mass Mutual out of Fort Lauderdale. Out of college James commissioned in the US Maries as an Officer with a focus in supply and logistics and continues to serve in the reserves as a Civil Affairs Officer concentrating in humanitarian aid and disaster relief.

Mr. Atkinson attended the University of Georgia where he obtained his Bachelors of Business Administration from the Terry college of Business majoring in Risk Management and Insurance all while competing as a division one athlete for swimming.

James married his wife Beth in January 2022, where they both share love and affection for their dog Sadi. James is originally from South Florida and is an avid boater. Given James’ background as a division one swimmer he loves anything to do with the water from surfing, to diving, spearfishing, and triathlons. If it involves water or a form of it he will be in his element.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you are consenting to receive certain materials from PFM by email or other means of electronic delivery. In addition, you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received. To revoke your consent to receive communications electronically, please contact your GS PFM team.