Michael A. Atkins, CFP

Financial Advisor

About

Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.

Location  

We’re conveniently located. Give us a call or stop by.

Request Information  

Working with Us  

We provide advice, guidance, and resources for your financial life.

Meet Our Team

Michael A. Atkins, CFP

Financial Advisor

Phone: 205.991.1050
Email: michael.atkins@wfa.com
As a Financial Advisor, Michael has the privilege to serve his clients by helping them build, manage, preserve, and transition their wealth. His true passion is to help each of his clients plan for a financial future in a way that enables them to live their best life. Utilizing a holistic planning approach allows Michael to assist his clients in each walk of life. He seeks first to understand his clients’ current situation, values, concerns, and financial priorities. Michael then uses this information to begin developing a tailored comprehensive wealth plan that serves as the foundation going forward.

Michael has spent the last 5 years with Wells Fargo Advisors working with a team that has a combined 70+ years of experience in Wealth Management. Prior to joining Wells Fargo Advisors, Michael worked in various roles in the financial services industry where he built a strong knowledge of financial markets, portfolio management, and client service.
 
Born and raised in Birmingham, Alabama, Michael proceeded to receive a B.S. in Business Management from the University of Alabama-Birmingham in 2015. He went on to become a CERTIFIED FINANCIAL PLANNER™ professional, in 2022. The CFP® certification identifies those individuals who have met the rigorous experience, education, examination, and ethical requirements of the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, he had to successfully complete graduate level coursework and CFP® professionals also agree to meet ongoing continuing education requirements. Michael holds his Series 7, and 66 securities registrations, as well as licenses for life and long-term care insurance.

An Alabama native, Michael and his wife, Caroline, reside in Birmingham. They have three children, Jackson, Beckett, and Hudson. Spending time with their young family is the top priority for Michael and Caroline. In their free time you can find them at the park, zoo, or hitting the walking trails around Birmingham.

Michael is an avid runner and is involved with his local running group. He has completed several ultra-marathon races, and loves spending time in the mountains. When he’s not training, Michael enjoys sports, reading, and planning the next family travel adventure. His volunteer projects include financial literacy coaching through Build UP and is an active member of the Financial Planning Association (FPA) of North Alabama Chapter.

Angela L. Elrod

Senior Registered Client Associate

Phone: 205.991.1050
Email: angela.elrod@wfa.com
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More
Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AR, AZ, CA, CO, FL, GA, IL, KY, LA, MA, MD, MI, MO, MS, NC, OH, PA, RI, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.