Bio Scott Thoma, CFA, CFP

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Scott Thoma, CFA, CFP®

Principal, Client Needs Research, Edward Jones


Scott Thoma began his career with Edward Jones in May 2000 and is responsible for the strategy team in Research, which includes investment strategy and client needs research. He focuses on developing the firm's advice based on clients' needs, including the guidance for clients preparing for and living in retirement. He is also co-chair of the firm's Investment Policy Committee.

Thoma was named a limited partner with the firm in 2006 and a principal in 2012.

Thoma graduated summa cum laude from Southern Illinois University-Edwardsville in 1998 with a bachelor's in business administration, with an emphasis in finance and economics. He earned a master's in economics and finance from Southern Illinois University-Edwardsville in 2000.

He earned his Chartered Financial Analyst designation in 2003 and is a member of the CFA Institute and the CFA Society of St. Louis. He earned his CFP® designation in 2016.

He was named to the St. Louis Business Journal's "40 Under 40" list in 2015.

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