Toni Patillo – Santa Monica and Palisades Real Estate Agent

Financial Planners

Adam Scott– Westside Investments Management LLC


Adam Scott is a CERTIFIED FINANCIAL PLANNER™ professional. Adam received an honors degree in Economics from Bristol University in the UK, and worked as a Commodity Trader for Donaldson, Lufkin and Jenrette, Inc. in London. He spent several years in the Entertainment Industry before joining Westside Investment Management. Adam focusses on Technology and Entertainment Industry Entrepreneurs, Executives and Creatives.

Adam is an LPL Financial Advisor and holds the General Securities Representative (Series 7) and Investment Advisor Representative (Series 66) securities registrations through LPL Financial.

Adam, and his wife, Cynthia, who is a Director of Development for UCLA, live in the beautiful mountain community of Topanga, California, with their daughter, Elizabeth. Their two sons are at college on the East Coast: Julian at Amherst College, and Oliver at North Eastern in Boston. Adam is also the Southern California Alumni Organizer for his U.K. Alma Mater, Bristol University.