Scott Adams, AWMA®

Scott Adams, AWMA®

Founder & CEO

Family & Personal

Scott and his wife, Danielle live in Ankeny with their two children Madelyn and Will.  Outside of work, Scott enjoys spending time with his family and friends, golfing, hunting, fishing and travel. 

Professional Background

His number one goal is helping people make informed decisions with their money.  He possesses the heart of a teacher and enjoys helping clients set realistic goals for their financial future and coaching them through all phases of their life.  Scott has been a Financial Advisor since 2010, but he first started his career in the financial services industry in 1999.  He is also passionate about helping those in need and is actively involved with Shriners Children Hospitals.

Professional Organizations

  • Member – Financial Services Institute
  • Member – Society of Financial Service Professionals

Education

  • Graduate of William Penn University

Licenses

  • Securities: Series 7 & 66 held through LPL Financial – Offering investment advisory services and securities in multiple states.
  • Insurance: Life, Accident and Health, and Variable Life – Offering insurance products and services in multiple states.

Certifications

  • Accredited Wealth Management Advisor (AWMA®) designation – College For Financial Planning ® (2020)