Charles E. Scott III, AIF®, MBA
Managing Partner | Financial Advisor
Charlie Scott is a founding and managing partner at Reilly Scott Wealth Management, where he focuses on comprehensive wealth management and retirement planning. His investment philosophy is grounded in disciplined, long-term portfolio management, with an emphasis on diversification, tax efficiency, and ongoing rebalancing to align with each client’s unique goals, risk tolerance, and time horizon.
Charlie began his career in financial advising in 2017, joining the practice of Michael McManus and Michael Reilly after a successful background in corporate sales and analytics. His passion for personal finance and strong client relationships led to the formation and growth of what is now Reilly Scott Wealth Management, LLC.
He earned his MBA from the University of Memphis in 2010, following his undergraduate studies at the University of Mississippi. His academic and professional experience support a highly analytical yet client-centered approach to financial planning.
Charlie and his wife, Mary Kathleen, live in Germantown, Tennessee, with their four children—Emma, Caroline, Henry, and Jack. The Scott family are active members of Holy Spirit Catholic Church and proud supporters of Le Bonheur Children’s Hospital, the Hearing Health Foundation (HHF), Bodine School, and St. Louis Catholic School.
Registrations / Licenses
- Series 7 & 66 registrations - held through LPL Financial
- Life, Health, and Variable Insurance Licenses