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The Tilley Group of Truist Investment Services, Inc. The Tilley Group of Truist Investment Services, Inc.

The Tilley Group of Truist Investment Services, Inc.

620 N Main St

2nd Floor,

High Point, NC 27260-5018

thetilleygroup@truist.com

Phone 336-889-1127

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Who we are

The Tilley Group is a multigenerational wealth management advisory practice led by Scott A. Tilley, CFA, AIF, a 30 plus-year investment industry veteran. We consciously serve a limited number of ultra-high net worth families and institutional clients to ensure each relationship is a completely tailored experience. We believe in a holistic approach which delivers sophisticated solutions for complex estate, trust, tax*, business and investment planning issues, ensuring continuity and clarity in our client’s lives. We take our title as fiduciaries seriously and are committed to making every decision in our client’s best interest. Transparency, integrity and trust are the three pillars upon which we build successful relationships with every family we serve.

*Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences
Check the background of this investment professional on FINRA's BrokerCheck

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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

Scott Tilley
Scott Tilley, CFA®, AIF®
Financial Advisor
Senior Managing Director
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Lukas Heavner
Lukas Heavner
Financial Advisor
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Vicki Bertholomey
Vicki Bertholomey
Registered Client Service Associate
Meg Allred
Meg Allred
Business Development Officer
Our process focuses on four central elements that are crucial to comprehensive wealth management. First, our entire team invests time in learning about you and your family. Not only your assets, liabilities and risk tolerance but your family's hopes and fears as well. Next, we in conjunction with your tax and legal advisors, analyze your tax, trust and estate needs so we can tailor a plan to address your specific objectives. From there we create a customized portfolio with calculated asset allocation and a wealth strategy that reflects your risk, goals and all-encompassing plan from a comprehensive perspective. Lastly, we continually assess and tactically adapt your strategy to the ever changing financial needs of your family.
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    Locations

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    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

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