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. Working side by side with his grandparents and his father instilled in him not only the worth of a dollar but also hard work, perseverance, and commitment.

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, Certified Retirement Counselor® certificant, Accredited Investment Fiduciary® designee, and he holds FINRA, Series 7 and 66 securities registrations (held through Commonwealth Financial Network), as well as State Life, Accident and Health Insurance licenses. Bill is constantly adding to his professional designations, as he is always looking to further his knowledge.

Bill, who is now the Wealth Management Director of Axial’s Cape Cod Office, now resides in Sagamore Beach with his wife Brittany and their three children, Will IV, Jack & Mark.

Bill is an active member in his community by volunteering with local non-profits. He currently serves as a board member of Cape Kids Meals. He has served as a board member of the Cape Cod Young Professionals, the Estate Planning Council of Cape Cod, and Financial Planning Association of Massachusetts. Bill has also served on the Finance Committee for the Town of Bourne, CCYP Executive Committee, and as President of the Bourne-Sandwich Rotary. Furthermore, Bill is a two time recipient of the “Five Star Wealth Manager”** distinction awarded to him in both 2015, 2018, 2019 & 2020 and a 2014 recipient of the “Cape & Plymouth Business™ 40 under 40 Award”.*

Bill enjoys helping clients properly implement sound retirement/goal oriented saving strategies, retirement income funding solutions, and generational wealth planning. Bill spends a lot of his time helping his clients plan for financial success as well as serving his community; however, he always finds the time for his family, whether it be at children’s sports, at home, or at the beach.

Bill can be contacted at Axial Financial Group in Hyannis, MA at 508.771.4992 or Bill@axialfg.com.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA (www.finra.org)/SIPC<http://www.finra.org)/SIPC> (www.sipc.org<http://www.sipc.org>), a Registered Investment Adviser. Fixed insurance products and services offered by Axial Financial Group are separate and unrelated to Commonwealth.

*This program honors distinguished business people under the age of 40 who have made a mark in our region at an extraordinarily young age. These top young business leaders excel in their industry and show dynamic leadership characteristics. Now in its fifth year, the Cape & Plymouth Business 40 under 40 Awards program continues to recognize the tremendous contributions of young professionals to our region.

**Based on the 10 objective eligibility and evaluation criteria, including a minimum of 5 years of active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,819 Boston Wealth Managers were considered for the award; 532 (18.87% percent of candidates) were named 2018 Five Star Wealth Managers. These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, www.fivestarprofessional.com.

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Axial Financial Group | 540 Main Street, Suite 16A | Hyannis, MA 02601 | Tel. 508.771.4992

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