About Adam P. Atkinson
Adam Atkinson joined Morgan Stanley in May 2018 upon graduating from the University of Kentucky with Magna Cum Laude Honors. He received a Bachelor of Science in Business and Economics degree, double majoring in Finance and Economics and minoring in International Business. After completing an Investment Analysis course during his junior year in college, his intrigue for following and learning more about “The Market” became his passion. The fact that the market fluctuates daily, presenting new opportunities to invest and utilize one’s funds to help maximize return on investment, should be a top priority for every hard‐working individual. Adam is both excited and committed to building personal relationships with individuals and aiding them in achieving their financial goals, no matter what stage of life they are in.
Adam attained his Series 7 and Series 66 licenses, along with his Life and Health Insurance Certifications in 2018. In 2022, Adam became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Passing the exam required extensive knowledge on the following core topics: Tax Planning, Estate Planning, Retirement Planning, Investment Planning, Risk Management and Insurance, and the Psychology of Financial Planning.
Adam’s interests include a wide variety of sports, remaining active, traveling, spending time with family and friends, and keeping up with current events. He is an active member of the Northern Kentucky/Greater Cincinnati UK Alumni Club and the Northern Kentucky Young Professionals group with the Chamber of Commerce. He currently lives in Covington, Kentucky and is a member of St. Joseph Catholic Church.
Securities Agent: MS, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1798914