Edward F. ThomasIII

CFP®, ChSNC®, ChFC®

I enjoy the personal relationships inherent in wealth management and thrive off of its unique challenges and opportunities.

101 25th Street North Suite 100 Birmingham, AL 35203
205.208.8700

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.


Education &
Designations

  • Hampden-Sydney (VA) College
    Bachelor of Arts in Religious Studies (Islam)
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Special Needs Consultant® (ChSNC®)
  • Chartered Financial Consultant® (ChFC®)

Affiliations &
Community Service

  • United States Marine Corps Reserve – Major, Current Operations section, Marine Corps Pacific Command
  • Monday Morning Quarterback Club – member
  • Alabama Veterans Memorial Park – board member
  • Hampden-Sydney Alumni Club, Birmingham chapter – president
  • Birmingham Committee on Foreign Relations – board finance chair
  • United States Marine Corps – veteran

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.