Adam E. Day

Adam E. Day

Financial Advisor

Phone: 614-784-6000
Fax: 614-784-6010
E-mail:
 

Adam joined Ascend Advisory Group in May of 2018 to partner with a team in aid of his mission of helping families and individuals build successful plans through education and sound investment advice. He utilizes extensive education in retirement strategies, investment management, income planning and estate planning strategies to create and maintain holistic plans that help build and preserve his client's wealth. Adam believes that a plan is always a work in progress, as time and circumstance change, plans need to adapt.

Adam holds his FINRA Series 7, Series 63 and Series 66 registrations, as well as his Life and Health Insurance licenses, which are required to operate as a Financial Advisor. Adam has completed the educational requirements of the CERTIFIED FINANCIAL PLANNER ® professional designation which included rigorous coursework and examinations in professional conduct and regulation, general principles of financial planning, education planning, risk management and insurance planning, investment and tax planning, retirement savings and income planning, estate planning and a financial plan development course. He is working to finish the other requirements of the designation.  Adam has a Bachelor of Science in Human Ecology, Family Financial Planning, from the Ohio State University.

At Ascend, Adam is surrounded by a team of highly skilled professionals who can help assist in all areas of the planning process. Prior to joining Ascend, Adam worked in a financial advising role at Fidelity Investments and a local bank. He was primarily responsible for helping clients with retirement strategies, investment management and income planning. Adam has been in the financial service industry since 2012.

Outside of the office, Adam enjoys Golf, Fitness, Combat Sports and the Outdoors.  Adam and his wife, Erica, reside in Powell and typically spend their free time boating, running local charity 5k runs and getting outdoors.

Investment and Insurance Products: ?? NOT FDIC Insured ?? NO Bank Guarantee ?? MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN.

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