Scott Atkins is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Sarasota, Florida.
Scott leads a team of investment professionals that are responsible for creating and maintaining personalized investment solutions utilizing a broad range of wealth management services including financial planning and wealth strategy to meet the unique needs of the Private Bank’s clientele. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he assists clients in navigating through changing market environments to provide traditional guidance in the areas of global asset allocation, tax-minimization strategies, retirement, and goal-based strategies.
Prior to joining Bank of America, Scott began his career at A.G. Edwards & Sons as an investment manager. After 8 years in the brokerage industry, Scott served as an institutional portfolio manager for First Tennessee Bank, where he comanaged the firms trust assets and gained experience and insight into the wealth management needs of high-net-worth individuals and families.
Scott obtained a bachelor’s degree in Consumer Science from University of Tennessee at Knoxville. He currently serves on the board of Take Stock in Children of Sarasota County. He has been an active volunteer in the community since moving to Sarasota in 2002.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.