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Carson R

Series 65

Boca Raton, FL

Atlas Financial Advisors, LLC

Carson Rowland is a financial advisor at Atlas Financial Advisors, LLC, holding a Series 65 designation with three years at the firm. He has been the president and actor for Teese Inc., an entertainment company that loans his acting services to production companies. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs various analytical methods, including fundamental and technical analysis, while offering customized portfolio management and may recommend third-party money managers when appropriate.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
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Haden R

Series 65

Boca Raton, FL

Atlas Financial Advisors, LLC

Haden Rountree is a financial advisor at Atlas Financial Advisors, LLC in Boca Raton, FL. He holds a Series 65 designation and has experience working at Zeus Financial, Atlas Financial Advisors, and Florida Financial Advisors. Outside of finance, he has worked in the food service industry, including positions at IHOP and Sweetfrog Premium Frozen Yogurt. Atlas Financial Advisors is a registered investment adviser serving individuals, investment companies, charitable organizations, and businesses. The firm specializes in discretionary portfolio management and financial planning, focusing on fixed-income instruments and employing a range of analytical methods to tailor and adjust portfolios.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
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Ralph A

CFP®, Series 66

Boca Raton, FL

Atlas Financial Advisors, LLC

Ralph Achille is a CFP® professional with 13 years of industry experience. He is affiliated with Atlas Financial Advisors, LLC in Boca Raton, FL, and has held roles at multiple financial firms, including Zeus Financial, LLC and Achilles Wealth Management, LLC. In addition to his advisory work, he provides compliance consulting through his outside consulting firm, Achilles Consultants, LLC. Atlas Financial Advisors, where he is part of a five-advisor team, offers discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm focuses on customized portfolios with an emphasis on fixed-income instruments and employs a variety of analytical methods to guide investment decisions.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
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Vincent B

Series 63, Series 66

Boca Raton, FL

Atlas Financial Advisors, LLC

Vincent Butkevits III is a financial advisor at Atlas Financial Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Zeus Financial Group, LLC and as an independent consultant. Outside of his advisory roles, he serves as President and Board Member of Orchid Bay Financial Holdings LLC, a non-investment organization. Atlas Financial Advisors is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income investments and employs a mix of fundamental, technical, charting, and cyclical analysis to construct and monitor customized portfolios.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
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Vincent F

Series 63, Series 66

Boca Raton, FL

Atlas Financial Advisors, LLC

Vincent Fisk is a financial advisor at Atlas Financial Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at SecureVest Financial Group, Inc. and Zeus Financial, LLC. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes customized portfolios focused on fixed-income instruments and uses a combination of fundamental, technical, and cyclical analyses.

Options & derivatives strategies Concentrated stock management Retirement income strategy Wealth management
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