PROFESSIONAL PROFILE

The Tilley Group is an investment focused private bank practice. We operate as a boutique utilizing the significant resources of Merrill Lynch and Bank of America to deliver holistic wealth management advice. The Tilley Group coordinates with our client's other professional advisors to create a family office experience. We are engaged with a limited number of select families located primarily in the Triad region. Additionally, we consult small institutions with regard to their investment policy statements and the management of their investment portfolios.

Scott A. Tilley, CFA leads the Tilley Group. Scott joined Merrill Lynch in 2000 and has a total of 23 years of experience in the investment industry. Scott has earned and maintains the Chartered Financial Analyst credential. Scott has also earned the Merrill Lynch Wealth Management Advisor designation and he is a Certified Special Needs Advisor. It is Scott's belief that clients hire The Tilley Group for 3 reasons: 1)Experience 2)Knowledge and 3)Integrity.

Responsible Citizenship is one of the Tilley Group's cornerstone principles. This is demonstrated through Scott's Co-Chairing the fundraising effort for the High Point Miracle League Field. Through his involvment at the High Point Community Foundation as a Trustee, Executive Committee member, and Chairman of the Investment Committee. Scott also serves on the boards of Family Service of the Piedmont and Hospice of the Piedmont. Scott is a Past President of the Kiwanis Club of High Point. In 2011 Registered Rep. magazine recognized Scott with the 31st Annual Altruism Award. This was presented to 10 advisors nationwide.

W. Allen Tilley, Scott's father, was a 45 year veteran of the investment industry. Scott was privileged to work along side his dad for some 20+ years before his passing. Many of the investment disciplines, thought processes and values that the Tilley Group embraces today are the result of this collaboration. We believe this legacy will continue to benefit clients for many years to come

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com