Broker Check
Charlie Scott

Charlie began his career with his current broker-dealer, now called Equitable Advisors in August of 2017. After corporate roles in both sales and analytics, Charlie followed his passion for finance and joined the practice of Michael McManus and Michael Reilly. As a financial advisor, he focuses on areas of individual wealth management and small business retirement plans.

Charlie received his M.B.A. from the University of Memphis in 2010 after completing his undergraduate degree at the University of Mississippi.

He and his wife Mary Kathleen live in Germantown, TN with their four children: Emma, Caroline, Henry and Jack. They are proud supporters of Le Bonheur children's hospital and are active members of Our Lady of Perpetual Help Catholic Church and school.

FINRA Series 7, 66 registrations

AR Insurance License #17819030

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.