Former Marine Turned Financial Advisor – Shares Timeless Advice

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Smart Money Circle

Adam Sarhan

281 episodes

21 hours ago

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.

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Former Marine Turned Financial Advisor – Shares Timeless Advice – Meet Scooter Thomas III

Smart Money Circle

15 minutes 52 seconds

1 month ago

Former Marine Turned Financial Advisor – Shares Timeless Advice – Meet Scooter Thomas III

Guest:

Edward (a.k.a. Scooter) F. Thomas III

Title:

Financial Advisor

AUM:

~$250M

Website:

https://savantwealth.com/employee/scooter-thomas/

Bio:

As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

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.

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 Regional Air Defense Policy Planner on the Aviation Expeditionary Enabling team at the Pentagon. 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 earned a bachelor of arts degree in religious studies (Islam) from Hampden-Sydney (VA) College.

Scooter and his wife Megan happily reside in Mountain Brook with their daughter Evie, son Franklin, and two dogs, Lettie and Macy.

Disclaimer

This discussion is intended to provide general information. Please consult your financial professional for guidance on your unique situation before implementing any of the ideas presented. Savant Wealth is a registered investment advisor with the SEC. Visit www.savantwealth.com for more information about our firm.