Adam, a native of New Jersey, launched his career in the financial services sector in 1998, offering a depth of expertise and experience. After trading commodities for affluent clients, he transitioned to the regulatory aspect of the industry. In 2007, he established Adam Scott & Associates, where his focus is on assisting individuals in devising comprehensive retirement plans to help achieve their goals. An advocate for financial education, Adam is dedicated to educating the public on retirement income planning, Social Security strategies, and other pertinent financial matters.

As a Private Wealth Manager, my job is to create and execute personalized financial plans for individuals. I focus on managing their investments, planning for retirement, handling their estate, and managing taxes.

Adam has experience working with both retirees and individuals preparing for retirement. He has been invited to speak and educate at various financial events, including Broward College and the Broward Sheriff's Office.

Adam was a former president of the Sunset Rotary Club in Boca Raton, where he was an active member. The main focus of our Rotary club is service - both locally and internationally. With over 1.2 million Rotarians across more than 34,000 clubs worldwide, we all strive to uphold the principle of putting Service Above Self.