Adam Way, CFP®, AEP®, ChFC®, AIF®, CLU®, CLTC®
Login to view DISC.Adam Way is the CEO and Chief Compliance Officer at Global Wealth Strategies & Associates, a boutique firm he founded. He is a CERTIFIED FINANCIAL PLANNER™ specializing in wealth management, retirement distribution, and business succession planning for affluent individuals, holding numerous designations like ChFC® and AIF®.
Based on his work history in Durango, Colorado, and his education at Fort Lewis College, Adam has strong ties to the region. His past experience includes managing sales and technical teams in the automotive sector. He maintains an interest in CRM technology, having endorsed Salesforce for its effectiveness.
Adam was recognized as a "40 under 40" rising star by a business journal in 2012.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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