1. Value Statement
What Is Important to You?
Professional wealth management helps you answer
this question, prioritize your objectives and prepare
financially to accomplish them. Helping you with the
financial side of achieving what is important to you
is central to everything we do. We are able to assist
with the following:
n Financial Planning
n Retirement Planning Strategies
n Tax Planning
n Insurance — Life, Health, Disability
Long-Term Care
n Estate Planning Strategies
n College Education Planning
n Asset Allocation
n Investment Planning
n Investment Advice
n Small Business Retirement Plans
Wealth Management Approach
As an investor, your financial needs may be more
complex than that of the average person. We’ll work
with you to create a plan with a goal to simplify
your overall financial picture and provide long-term
strategies for goals such as retirement, managing
taxes, planning for a child’s education funding and
wealth preservation. We’ll work with you to create
strategies and deliver personalized solutions for
accumulating, protecting and transferring wealth –
in addition to using your wealth to help create an
income stream during retirement.
Your investments will be arranged for the best blend
of investment strategy and tax efficiency. While we
do not complete tax returns, we do evaluate your tax
situation and recommend strategies to minimize your
income tax consistent with your long-term goals.
Our comprehensive approach to providing wealth
management services can help simplify your life.
Understanding Your Financial Objectives
We will begin by asking questions to help understand
your current financial situation, what you would like
to accomplish in the future and determine what is
the appropriate risk tolerance for you as an investor.
We may also ask about family dynamics that may be
important.
This step is essential to developing a comprehensive
and effective wealth management plan.
Developing Smart, Time-Tested Strategies
Based on the information you provide, we will
analyze the data with a goal to formulate strategies
and solutions tailored to your personal and financial
needs.
This step is crucial, because it helps define how we are
going to help achieve your financial goals.
This is the step where we deliver the best products and
services tailored to your unique financial goals.
The Atkinson Alvarez Team
14-85-390 (11/14)
We share over 29 years’ worth of Financial Planning,
Insurance Wealth Management Experience. We
apply our experience and knowledge to provide
comprehensive solutions for business owners, families
and individuals. We believe in a systematic approach
to money management and having a detailed process
that is based on the foundation of intellectual rigor
and discipline.
Implementing Creative Solutions
Utilizing the vast resources of NBC Securities, Inc.,
and RBC — Our goal is to customize a plan
designed to help you reach your long and
short-term goals.

2. Providing Timely, On-Going Service
Markets change over time. But your life — and your
needs — may change, as well. So we regularly monitor
the performance of your wealth management plan and
check in with you periodically to make sure we still
understand your financial objectives (see step one).
This is the step that helps us ensure your financial
objectives are being met — and make adjustments as
necessary to keep your wealth management on track.
Armand A. Atkinson, i
Mr. Atkinson has completed and currently holds the
FINRA Series 7, FINRA Series 66, along with the
Florida Life, Health Variable Annuities License. He
serves as an approved 403(b)/457 representative for
Pinellas County Schools, Manatee County Schools, St.
Petersburg College and the State College of Florida.
Personal
Armand lives in Saint Petersburg, FL. He enjoys
networking and being active within his community.
His hobbies include soccer, cycling and traveling. He
is also an avid electronics and
computer enthusiast.
Robert G. Alvarez, cfp®
CERTIFIED FINANCIAL
PLANNER™ Practitioner
Insurance Director
Robert is a third generation
Floridian and during his
20 years of working in the
financial services industry has
had the privilege of serving
many families in the Tampa Bay Community. He is
a graduate of the University of South Florida with a
degree in Finance and has also earned the CERTIFIED
FINANCIAL PLANNER (CFP®) designation from the
Certified Financial Planner Board of Standards, Inc.
Mr. Alvarez has completed and currently holds the
FINRA Series 7 and FINRA Series 24 licenses along
with the Florida Life, Health Variable Annuities
License.
Personal
Robert lives in the Carrollwood area of Tampa with
his wife Lori, his daughter Olivia and their Golden
Retriever, Rex. Robert enjoys spending time with his
family and their hobbies include boating and
The Atkinson Alvarez Team
cfp®, cIma®
CERTIFIED FINANCIAL
PLANNER™ Practitioner
Financial Advisor
Armand is a graduate of
Eckerd College where
he received a degree in
Economics. As a committed
life-long learner, he has
completed multiple post-
graduate courses and earned the CERTIFIED
FINANCIAL PLANNER (CFP®) designation from the
Certified Financial Planner Board of Standards, Inc.
He has earned the prestigious Certified Investment
Management Analyst (CIMA®) designation from the
Investment Management Consultants Association.
He completed the educational component of the
CIMA at the Wharton School of Business at the
University of Pennsylvania. He also holds the
Accredited Wealth Management Advisor (AWMA®),
Chartered Retirement Planning Counselor (CRPC®)
and Chartered Mutual Fund Counselor (CMFC®)
designations from the College for Financial Planning.
In addition, he is a graduate of DAVE RAMSEY’S
FINANCIAL PEACE UNIVERSITY.

3. spending time on Florida’s beautiful beaches. Robert’s
interests outside of work include keeping up with all
of Olivia’s activities from soccer to various clubs and
social events. Robert is also a passionate salt water
angler.
Professional Associations
n College for Financial Planning Alumni Association
n Eckerd College Alumni Association
n University of South Florida Alumni Association
n Financial Planning Association of Tampa Bay
n Investment Management Consultants Association AAAisRGAv
The Atkinson Alvarez Team
armand a. atkInSon
NBC Securities, Inc.
5426 Bay Center Dr., Ste 575
Tampa, FL 33609
Main: 727-623-0346
Cell: 727-465-8027
Fax: 727-674-0978
aatkinson@nbcsecurities.com
robert g. alVarez
NBC Securities, Inc.
5426 Bay Center Dr., Ste 575
Tampa, FL 33609
Main: 813-334-3324
ralvarez@nbcsecurities.com
Securities and Advisory Services offered through NBC Securities, Inc.
Member FINRA/SIPC, A Registered Investment Advisor. NBC Securities,
Inc., does not provide tax or legal advice. Please consult with your own
tax or legal advisor prior to making any decisions with legal or tax
consequences.