William G. Scotti III
CFP®,CRC®,AIF®
Wealth Management Director
Managing Principal – Cape Cod
William G. Scotti III
Bill is an original team member of Axial Financial Group. He graduated from Merrimack College’s Girard School of Business and received Merrimack’s Certificate of Advanced Study in Financial Planning. Bill is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Retirement Counselor®, and Accredited Investment Fiduciary®. He holds FINRA, Series 7 and 66 securities registrations (held through Commonwealth Financial Network), as well as Life, Accident and Health Insurance licenses.
Bill now serves as Wealth Management Director and Managing Principal of Axial’s Cape Cod Office.
Bill is an active member in his community, having served on many local non-profit boards and committees. For his accomplishments, Bill was awarded the “Cape & Plymouth Business™ 40 under 40 Award” in 2014.*
Bill lives in Sagamore Beach with his wife Brittany and their three children, Will IV, Jack, & Mark. He loves spending time with his family, and you can usually find him attending or participating in his
children’s sports events, at home building Legos with the boys, or at the beach enjoying Cape Cod Bay.
2014 Cape & Plymouth Business™ 40 under 40 Award, created by the Cape & Plymouth Business™ Magazine. This award is based on young business leaders who excel in their industry and show dynamic leadership characteristics and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor.
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