Check the background of this investment professional

Servicing
Shell, BP, Marathon and BASF
Employees

The Atkinson Daley Group

Shell, Marathon, BASF & BP

For over 15 years, The Atkinson Daley Group has built ongoing relationships with pre-retirees and retirees in the oil and gas industry.  We developed and refined a process to help transition individuals from work to retirement.
Our process benefits pre-retirees and retirees in the decisions they have to make.  A short list of some common decisions are: a monthly pension or lump sum into IRA; a single life annuity, 50% or 100% pension; rollover the 401-k or leave it at employer; social security early or defer; deferred compensation over 5, 10 or 15 years; payoff loan on 401-k or default; severance pay options and life insurance options.  Each client has their own investment objectives and we help them make decisions specifically designed to help them achieve those objectives.  Our experience transitioning clients to retirement and our knowledge of the local corporate retirement plans eliminates the guesswork and makes sure there are no surprises.

arrow-img

Our Advisors

Orlando

Andrew Atkinson

CFP®, CPWA®, RMA®

Upon graduating from The University of Texas in 2003, Andrew immediately began his career as a Financial Advisor. Originally hired to A.G. Edwards, he valued his need for higher education within the industry and consequently earned the CERTIFIED FINANCIAL PLANNER™ certification in 2006 as well as the Certified Retirement Management Advisor® designation in 2019.

Away from the office, Andrew spends much of his free time with his wife of 10 years and his three daughters. In addition to spending quality time with his family, Andrew enjoys the outdoors and playing golf.

Connect Contact 713-973-3834
Orlando

Alison Daley

Financial Advisor, CFP®

Alison joined Baird in 2006 upon graduation from Bradley University and has been at the firm ever since. She is a CERTIFIED FINANCIAL PLANNER™ and will begin working on her Masters of Financial Planning in the next year.

Away from the office, Alison spends most of her free time exercising, traveling, spending time with family and keeping up with current events.

Connect Contact 713/973-3800
​ Baird is not endorsed by or affiliated with BASF.​
arrow-img

Strong Research Underlies Baird

Baird’s award-winning equity research demonstrates how our balanced approach to business benefits all our clients. Our strong institutional business enables us to support a top notch research department and trading group, which in turn means greater resources for our individual clients. Along with Baird research, we also have access to research from Morningstar, Value Line and Credit Suisse. Receive the latest research about your company by subscribing with your email address. This service has no cost or obligation.

arrow-img

Distinguishing Ourselves from the Competition | Baird Retirement Management

Accolades are nice but what does it actually look like in practice? How does Baird…...

Read More

How Do You Define Live? | Baird Retirement Management

We learn for 25 years, we labor for 25 years and we Live for 25 years....

Read More
arrow-img