Adam H. Scott

CFP®

Client Service Director

Adam H. Scott

Adam is an original team member of Axial Financial Group℠ and has over 20 years of financial services experience. In his role as Director of Client Services, Adam and his team are committed to meeting the needs of each client and providing them with the best possible service.

Prior to joining Axial, Adam worked at Smith Barney as a financial planning specialist and for Sodexho Corporation. A graduate of Cornell University with a business degree, Adam is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 31, and 63 registrations as an Investment Adviser Representative of Commonwealth Financial Network.

 

 

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