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Adam Day,

Financial Advisor
  • LinkedIn

Implementing extreme ownership requires checking your ego and operating with a high degree of humility. Admitting mistakes, taking ownership, and developing a plan to overcome challenges are integral to any successful team.

- Jocko Willink 

My
Story

Adam has a passion for helping medical professionals, millennials, sales executives, entrepreneurs, non-profits and corporations navigate the world of complex investing, retirement and tax savings strategies. Adam grew up in Grove City and now calls Powell home. Prior to joining Ascend Advisory Group in 2018, he built his career at Fidelity Investments, where he was responsible for managing retirement plans for large institutions as well as investment planning for high-net-worth investors.

14 

years in the industry
Certifications

Series 7 Securities Registration

Series 63 Securities Registration

Series 66 Securities Registration

State Insurance License

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Education

Finance, Bachelor of Science, The Ohio State University

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Family

Adam loves spending time with his wife, Erica, who is a registered nurse, and their four young children Emilia and Audrey (twin girls) and Rory, Naomi. They can often be found in the summers, boating with their two Dechands, Luna and Leo.

 

You'll find Adam often golfing, strength training and road cycling. Additionally, Adam is active in his church as well as a member of the Development Board for Nationwide Children’s Hospital.

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Connect with Ascend

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Ascend Advisory Group, LLC | 6767 Longshore St., Suite 300 | Dublin, OH 43017  | 614.784.6000

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