Scott Tilley

Scott A. Tilley, CFA®, AIF®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

620 N Main St

2nd Floor,

High Point, NC 27260-5018

Scott.Tilley@Truist.com

Phone 336-889-1126

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About me

Background

Scott Tilley is a Financial Advisor and Senior Managing Director with Truist Investment Services, Inc. A 30-plus year veteran of the investment industry, Scott began his career with Scott and Stringfellow (now Truist) in 1988, spent 18 years at Merrill Lynch from 2000-2018 and returned to what is now Truist in 2018. He currently holds a Chartered Financial Analyst® (CFA®) designation.

Scott was blessed to have his father, W. Allen Tilley, as his business partner and mentor for 21 years. Many of the investment disciplines employed for his clients today were taught and honed during their time together. Today, they seek to preserve and grow their client’s wealth by managing risk through prudent asset allocation and security selection decisions, maintaining timely and responsive communication and building client trust through transparency and integrity. At the Tilley Group of Truist Investment Services, Inc., they work to help their clients keep the promises they have made to themselves, their families and their communities. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts Economics
University of North Carolina Charlotte 1984 1988

Personal Interests

Another lesson Scott learned from his father was responsible citizenship, which he demonstrates in his continued support of the High Point community. He has served as chairman of the Salvation Army, Boys & Girls Club, the Kiwanis Club of High Point, the Miracle Field, the Investment Committee of the High Point Community Foundation, the High Point University Board of Visitors, and High Point Partners. 

Most recently, Scott led the creation of Business High Point – Chamber of Commerce through the merger of High Point Partners and the Chamber of Commerce. This entity is now the unified voice of the High Point business community and has been a catalyst for many positive things in the community, such as the revitalization of the library and downtown, including the construction of the stadium, Truist Point. Scott enjoys spending time with his two children, Samantha and Scout. He also enjoys most outdoor activities (golf, hiking, fishing), reading, and his collection of classic automobiles. They live on their family farm in the Millis Downs area of High Point.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

Accomplishments

Best-In-State Wealth Advisors*
Forbes 2024
* Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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About Our Process

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Hello. My name is Scott Tilley. I'm a senior managing director and financial advisor with Truist Wealth and a Forbes Best In-State Advisor Award recipient. My team and I come to work each day with a purpose to help our clients keep the promises they've made to themselves, their families, and their communities. My life has been greatly influenced and impacted by my father, Allen Tilley. As I was growing up, my father was a financial advisor and later the chairman and CEO of a brokerage firm. I started going to his office after school when I was only 12. He taught me the importance of knowing what you own, why you own it, and the price you paid for it. At the Tilley Group of Truist Investment Services, we build investment portfolios customized for each client utilizing individual securities. A custom plan and asset allocation policy and a disciplined investment process are some of the best tools for helping to navigate long term investment risk. We work closely with our partners within Truist and our clients, other advisors, tax and legal, effectively planning all aspects of their financial lives. Many of our clients are second and third generation family members. Having a sound estate plan is of the utmost importance and can help your wealth endure. If you're a current client, thank you so much for trusting in us. If you're considering our practice as your wealth advisor, we look forward to meeting you and learning about you and your purpose. I'm confident that you'll love our team just as much as I do.

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