Hyannis Office

William G. Scotti III - CFP®,CRC®,AIF®

Wealth Management Director

Bill is an original team member of Axial Financial Group, who started his career in finance at Smith Barney. Bill, originally from Hamilton, MA, grew up around small business from the start, first with his grandparents furniture store and then with his father’s music store.

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Tracey Brennan-Reale - RP®

Wealth Management Consultant

Tracey joined Swift Financial Services in April 2005 and became a member of Axial’s team in 2012 when Axial and Swift merged. With over 25 years in the financial services industry she takes great pride in providing unique, personalized financial services to individuals and their families. A believer in providing solutions, Tracey enjoys Read Full Bio [fa icon="long-arrow-right"]

Briana Silvio - FPQP™

Senior Client Service Assistant and Office Administrator

Briana uses her welcoming and energetic personality to properly guide our clients and ensure their questions and needs are handled quickly and efficiently.  Prior to becoming a Client Service Assistant in 2014, Briana successfully managed accounts payables and receivables at a well renowned building company in Yarmouth, MA which is where her interest in finance was first piqued.      Read Full Bio [fa icon="long-arrow-right"]