Scott Thoma

Scott Thoma, CFA, CFP®, Principal

Principal, Client Needs Research


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. Thoma focuses on developing the firm’s advice and guidance 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.

From 2008 to 2011, Thoma served as director of investment advice for the firm’s advisory programs. Prior to that, he served as the lead medical device analyst in Research for more than six years and as a market strategist, focusing on issues for investors in retirement.

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 degree in business administration, with an emphasis in finance and economics. He earned a master’s degree in economics and finance from Southern Illinois University-Edwardsville in 2000. Thoma has served as an instructor of corporate finance and banking/risk management at SIUE.

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.

Thoma has been a guest on CNBC’s Squawk on the Street, PBS’ Nightly Business Report and Bloomberg and has been quoted in such publications as The Wall Street Journal, Kiplinger’s and the Boston Globe.

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

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