baird logo
Check the background of this investment professional

Servicing
Shell
Employees

Montesino Atkinson Group - Shell

For over 15 years we've been helping people employed at and retiring from Shell to develop an understanding of Shell's retirement plans. We have been able to help many employees here in the U.S. and overseas with their retirement goals. 

In working with Shell’s retirees our main goal has been to make sure that they are getting the maximum distributions offered by Shell's benefit plans. We pay particular attention to analyzing distributions from all of the various stock and pension-related plans. Our retirement strategies are designed to meet the individual needs of each specific client and ensure financial stability for the future.

The Montesino Atkinson Group also works with BP and Marathon employees.

arrow-img

Our Advisors

Orlando

Orlando Montesino

CFP®, CPA*, MS - Financial Planning

Orlando graduated from The University of Texas in 1975 and began his financial career upon joining Deloitte & Touche LLP in Houston where he audited both large and small publicly ­traded companies over a four ­year tenure. He then joined American General Corporation in Houston, where he enjoyed a 15­year career, initially as Corporate Controller and later as Chief Financial Officer of the Investment Division.

Orlando continued his financial career when joined A.G. Edwards in 1999, and in 2002 he earned his CERTIFIED FINANCIAL PLANNER™ certification.

Away from the office, Orlando spends his free time with his three sons and their families, along with his two Chocolate Labradors Chevy and Max. He enjoys cycling, gardening, traveling, and playing 42 dominoes.

While his three sons were in the Boy Scouts organization, Orlando served in their troop in several capacities, but he appreciates most his role as Eagle Advisor through which, with the help of many parents and the other dedicated troop adult leaders, he played a part in helping over ninety scouts achieve the rank of Eagle.

Andrew 1

Andrew Atkinson

CFP®, CPWA®

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.

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.

​​*This is Not a CPA firm. Baird is not endorsed by or affiliated with Shell.
arrow-img

Sequence of Returns Presents Risk for Retirees | Baird Retirement Management

If you were guaranteed an average rate of return of 7% over the next 30 years would you take it? The simple answer for most retire...

Read More

What the DOL Fiduciary Standard Means to Investors | Baird Retirement Management

A current topic that is floating around the retirement planning industry is the new DOL rule. The goal of the rule is to protect....

Read More
arrow-img