Background
Vince Atkinson is an Investment Manager with Truist Wealth. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming an appropriate investment strategy, and rebalancing portfolios. Vince is responsible for the investment management, asset allocation and product selection for client accounts.
Vince offers clients more than 17 years of financial services, retirement planning, and investment management experience and has been at Truist for the last nine years. From 2010 – 2016, Vince worked on portfolios at Abbot Downing, which was the ultra-high net worth family office of Wells Fargo. Vince has his bachelor’s degree in finance from Concordia University and an MBA from Wake Forest University – Babcock School of Management. He is a Chartered Financial Analyst, a Chartered Alternative Analyst and is an active member in the CFA Society of North Carolina.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Vince has his bachelor’s degree in finance from Concordia University and an MBA from Wake Forest University – Babcock School of Management. He is a Chartered Financial Analyst, a Chartered Alternative Analyst and is an active member in the CFA Society of North Carolina.