Scott Tilley

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

620 N Main St

2nd Floor,

High Point, NC 27260-5018

About me

Background

I am a Chartered Financial Analyst® (CFA®), Financial Advisor, and Senior Managing Director with Truist Wealth.  A 32-year veteran of the investment industry, I began my career with Scott & Stringfellow in 1988, spending 18 years with Merrill Lynch from 2000-2018, and returned to what is now Truist in 2018.

I was blessed to have my father, W. Allen Tilley, as my business partner and mentor for 21 years. Many of the investment disciplines employed for my clients today were taught and honed during our time together. Today, I seek to preserve and grow my clients’ 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. 

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 I learned from my father was responsible citizenship, which I demonstrate in my continued support of the High Point community. I have 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, I 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 our community, such as the revitalization of our library and downtown, including the construction of our stadium, Truist Point. I enjoy spending time with my two children, Samantha and Scout, most outdoor activities (golf, hiking, fishing), reading, and my collection of classic automobiles.  We live on our 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

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