Scott Smith

Scott Smith, CIMA®, is Vice President of Investment Management—Investment Specialist at Modern Wealth Management in Knoxville, TN, where he joined in July 2024 following the firm’s acquisition of C&J Wealth Advisors. In this role, Scott works alongside the Director of Investments to design, build, and maintain multi-asset class investment solutions that support efficient portfolio construction and tailored client outcomes. His responsibilities include research, portfolio strategy, investment due diligence, and supporting both individual and institutional clients, with a focus on equities, fixed income, and alternative investments.

Scott brings over sixteen years of experience in investment management, having previously served as an Investment Analyst and Portfolio Manager at C&J Wealth Advisors, where he managed client portfolios across multiple asset classes and guided investment strategy for a broad client base. He is recognized for his technical expertise and comprehensive approach to investment analysis, portfolio construction, and client advisory services, serving affluent individuals and helping oversee more than $250 million in assets at his prior firm.

Scott holds a Bachelor of Science in Finance from the University of Tennessee and is a Certified Investment Management Analyst (CIMA®), reflecting his advanced knowledge in investment consulting and portfolio theory. He is a member of the Investment & Wealth Institute and is noted for his attention to multi-asset portfolio design and ongoing commitment to professional excellence in investment management.