Edward F. ThomasIII
CFP®, ChSNC®, ChFC®
Scooter has been involved in the financial services industry since 2017. He was an associate advisor with Bridgeworth until it joined with Savant in 2023. Prior to joining Bridgeworth, Scooter served as an officer in the U.S. Marine Corps and then transitioned to the reserve forces.
Scooter earned a bachelor of arts degree in religious studies (Islam) from Hampden-Sydney (VA) College. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Special Needs Consultant® (ChSNC®), and a Chartered Financial Consultant® (ChFC®).
While serving our country, Scooter was awarded the Navy and Marine Corps Commendation Medal and the Navy and Marine Corps Achievement Medal. In 2021, he was recognized by the Birmingham Business Journal as a Veteran of Influence.
Scooter maintains his affiliation with the Marine Corps Reserve and serves as a Major in the Current Operations section of Marine Corps Pacific Command. He is a member of the Monday Morning Quarterback Club and the Alabama Veterans Memorial Park Board, serves as president of the Birmingham chapter of the Hampden-Sydney Alumni Club, and is the board finance chair for the Birmingham Committee on Foreign Relations.
Scooter and his wife Megan happily reside in Mountain Brook with their daughter Evie and two dogs, Lettie and Macy.
I enjoy the personal relationships inherent in wealth management and thrive off of its unique challenges and opportunities.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 2021 Veterans of Influence: The Birmingham Business Journal’s Veterans of Influence list recognizes military veterans who served their country before going on to have successful careers in Birmingham’s business world. No fees were paid to participate.