WMGNA LLC, a Farmington-based wealth management firm, announced that Adam P. Scherer has been promoted to wealth adviser. Scherer has been with WMGNA for nearly two years, recently managing financial reporting and mobile initiatives in a financial technology adviser role.
As a wealth adviser, he will provide financial planning for young families, small businesses and remote clients via the WMGNA digital membership, a new, digital-based service that includes a mobile app, customized personal financial website, annual tax preparation and a financial plan.
