Professional Background
With more than 22 years of industry experience, including 18 years with Baird, Scott Davies is committed to helping clients make informed, confident financial decisions that support their long‑term goals. As a Director and Financial Advisor with The Davies Adams Group, Scott provides comprehensive wealth management grounded in thoughtful planning, disciplined investment strategy, and long‑term relationship building.
He holds bachelor’s degrees in finance and economics, an MBA from the University of Wisconsin–La Crosse and is a CERTIFIED FINANCIAL PLANNER™ (CFP™) professional—reflecting a high level of technical training and a strong commitment to fiduciary excellence.
The Davies Adams Group was recently recognized by Forbes/SHOOK Research as a 2026 Best‑In‑State Wealth Management Team, underscoring their dedication to delivering exceptional, client‑focused guidance. Published 1/7/26, rankings based on data as of 3/31/25.
Individual and Family Wealth Planning
Scott works closely with individuals and families to deliver comprehensive personal wealth management grounded in thoughtful planning, disciplined investment strategy, and long‑term relationship building. Scott provides guidance on comprehensive financial planning, retirement income strategies, strategic tax planning, estate plan coordination and trust services, investments, insurance analysis, executive services, and charitable and philanthropic planning.
His approach is designed to bring clarity and confidence to every stage of a client’s financial life. Clients value Scott’s ability to simplify complex decisions, anticipate needs, and craft strategies tailored to their goals, values, and vision for the future. His commitment to clear communication and consistent follow‑through helps families feel supported not just in the moment, but throughout their entire financial journey.
Planning for Business Owners
As both a financial advisor and an experienced entrepreneur, Scott brings a unique and practical lens to serving business owners. Throughout his career, he has been involved in many business ventures including both the buying and selling of multiple businesses. He currently serves as the Managing Partner of Elevate Media Group Inc. Scott also has experience owning and managing both residential and commercial rental properties.
This hands‑on business background allows Scott to deeply understand the financial, operational, and strategic challenges business owners face. His blend of advisory expertise and real‑world business experience helps owners strengthen their companies, preserve personal wealth, and plan confidently for the future—whether they are building, growing, or preparing to transition their business.
Foundation, Endowment, and Nonprofit Organization Planning
Scott is also dedicated to helping foundations, endowments, and nonprofit organizations steward their assets responsibly and sustainably. He partners with boards and investment committees to support long‑term mission impact. Scott’s approach helps organizations maintain financial stability, preserve purchasing power across generations, and align investment strategy with mission and values. His goal is to empower nonprofit leaders with clarity, structure, and confidence in their decision‑making.
Commitment to Community and Family
Scott is deeply invested in youth and community development. He serves as an Assistant Varsity Basketball Coach at Onalaska High School, speaks to classes and has supported senior exit projects. He is also a regular guest speaker at both UW–La Crosse and Winona State University, sharing financial education and business insights with students and community members.
Scott lives in Onalaska with his wife, Kristie, and their daughter. Outside of work, he enjoys traveling, exploring new destinations, and spending meaningful time with his family.
Grounded in Baird’s tradition of integrity and client‑first service, Scott is committed to providing personalized, comprehensive financial guidance that grows with clients throughout all stages of life.