Olin Atkins began his career in the securities industry in 1961. During this time, Olin served in many capacities ranging from wire operator and cashier to a registered representative.
In 1970, the small firm where he worked was merged into Merrill Lynch. Olin and several co-workers decided they would take a different direction and after interviewing several firms were pleased to bring the Wall Street firm Dean Witter to Memphis. They opened the Dean Witter branch office in December of 1971. Olin worked for Dean Witter, which later merged with Morgan Stanley, for the next three and a half decades.
As the industry changed over the years, Olin changed with it. He transformed his traditional stock and bond business into one which concentrated more on the business of advising clients and managing their assets. This shift in focus, along with a growing client base, created the need for greater client service. In the 1980s, Sherry Eno and Andi Forbes joined Olin and have been providing outstanding personal service to our clients ever since.
In the 1990's the complexity of financial markets and client strategies continued to evolve rapidly. By 1999, Olin had added Larry Karban and Ray Fracchia to his team. Both Larry and Ray were already CERTIFIED FINANCIAL PLANNER™ practitioners within Morgan Stanley. Larry had been with the firm since 1983 and Ray since 1993. The team, which added CFP® practitioner Will Moore in 2002, was known as the Atkins Group, a Wealth Advisor team within Morgan Stanley.
While the team had great respect for Morgan Stanley, they eventually agreed that their clients would be better served in an independent setting and in 2006, struck out on their own to form the independent advisory firm Atkins Capital Management, LLC. The firm is associated with Wells Fargo Advisors Financial Network, offering their clients the benefits of independent unbiased advice, with the security of knowing that their assets are custodied with one of the largest securities firms in the world.