William G. Scotti III - CFP®

Wealth Management Director

Bill is an original team member of Axial Financial Group who started his career in finance at Smith Barney while acting as the Assistant Manager for his family's music store, Scotti Piano and Music.

Bill is currently the Wealth Management Director of Axial Financial Group’s Cape Cod office, located in Hyannis. Bill is a graduate of Merrimack College’s Girard School of Business and has also received Merrimack’s Certificate of Advanced Study in Financial Planning.

In addition, Bill is a CERTIFIED FINANCIAL PLANNER™ Professional, he holds FINRA, Series 7 and 66 securities registrations (held through Commonwealth Financial Network), as well as State Life, Accident and Health Insurance licenses.

A believer in a comprehensive wealth management process, Bill enjoys helping clients properly implement sound retirement/goal oriented saving strategies, retirement income funding solutions, and generational wealth planning.

Bill is an active member in his community by volunteering with local non-profits. He is also a member of the Financial Planning Association and a Board Member of the Estate Planning Council of Cape Cod. Bill has also served on the Finance Committee for the Town of Bourne from 2013 to 2015, CCYP Executive Committee in 2015 and, CCYP Board of Directors from 2013 to 2016.

Additionally, Bill was a 2014 recipient of the “Cape & Plymouth Business™ 40 under 40 Award” * and “2015 Five Star Wealth Manager”. **

He resides in Sagamore Beach with his wife, Brittany, and sons, William IV and Jack. He enjoys going to the beach with his family, golfing, and fishing in his spare time.

Bill can be contacted at Axial Financial Group in Hyannis, MA at 508.771.4992