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 Consumer and Wealth Management Division 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.

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