Scott Smith, CIMA®

Investment Specialist

Knoxville, TN

Department: Advisors

Experience: Investment Management since 2008

Education: Bachelor of Science in Finance from the University of Tennessee

Scott became a member of the Modern Wealth Management team in July 2024 when our firm acquired C&J Wealth Advisors in Knoxville, Tenn. As a Certified Investment Management AnalystSM professional, Scott helps our Director of Investments, Stephen Tuckwood, CFA, build and maintain a robust platform of investment solutions across asset classes that enable efficient portfolio construction and successful client outcomes. Scott spent 16 years in a similar role at C&J Wealth Advisors.

Before graduating cum laude from the University of Tennessee in 2001, Scott had the honor of traveling to Omaha three times as an undergraduate to meet Warren Buffett. Scott is also a member of the Investment & Wealth Institute.

Scott and his wife, Danielle, have a large, blended family of five sons and three daughters that keep him busy and on the go. Alongside family, Scott is active in his faith and attends Providence Church. In his spare time, Scott enjoys the outdoors, reading, and playing sports, particularly tennis and ping pong.

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