Adam Atkinson

Adam Atkinson, CTFA, currently serves as an Investment Operations Associate at EverSource Wealth Advisors since February 2019. Prior experience includes a role as Investment & Fiduciary Services Associate II at Wells Fargo from May 2006 to January 2019, where responsibilities encompassed account servicing, sales activities, and relationship management for a significant book of business. Previously, Adam worked at Wachovia Bank from 2004 to 2006, focusing on customer account inquiries. Adam holds a Bachelor of Science degree in Finance and Financial Management Services from The University of Alabama, obtained between 2002 and 2004.