Mr. Atwood directs the design and development of customized wealth strategies for ultra-high net worth individuals and families nationwide integrating the extensive resources of his team and the greater enterprise. Before joining First Republic in 2018, he spent more than three decades at Merrill Lynch. Mr. Atwood applies the knowledge and insight he has gained from helping families manage, deploy and transfer assets effectively. He is particularly skilled in asset allocation, manager selection/oversight and portfolio construction while being mindful of each client’s cash flow needs and long term objectives. Mr. Atwood savors the relationships he has built with clients over many years engaging with each family’s goals and aspirations in a direct and meaningful way.
Mr. Atwood has garnered numerous national accolades as a Wealth Manager. Barron’s magazine named him one of the Top 100 Financial Advisors from 2012 through 2016 and most recently in 2018. Barron’s also named Mr. Atwood to the list of Top 1,200 Advisors by State from 2012 to 2016 and in 2014 was ranked as the Top Advisor in Massachusetts. Also in 2018, Forbes magazine had a similar ranking and listed Mr. Atwood as the Top Advisor in Massachusetts as well. The Financial Times has also identified Mr. Atwood as one of the Top 400 Financial Advisors from 2012 to 2015.
Active in his local community, Mr. Atwood serves on the boards of Boston City Year and the New England Aquarium and is a former board member of the Wang Center for Performing Arts.
Jim earned his Bachelor of Arts in Political Science.
Wealth Management Experience: Since 2001
Top 100 Advisor Methodology Summary: "America’s Top 100 Financial Advisors" list. Advisors considered for the "America's Top 100 Financial Advisors" list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records and community involvement among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Barron's "America's Top 1,200 Advisors: State-by-State" list, March 7, 2016. For information about the selection criteria go to http://details-he.re/JxcfBMp. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014 this Barron's list consisted of 1,000 advisors. The Financial Times Top 400 Financial Advisors, March 25, 2015. The Top 400 list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The full methodology is published here: http://www.money-media.com/ft400.shtml. The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data. Assets under management are as of 6/30/2017.
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