Edward "Scooter" Thomas, III

    Focus: Insurance Strategies, Investment Strategies, Business Owners, Military, College Funding Strategies, Charitable Giving, Business Succession Planning, Financial Education

    Languages: English

    Business Philosophy

    Preparing for that next step in life isn’t always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financial peace of mind they’ve come to enjoy as a result. Contact me today to learn how you may benefit from putting our team to work for you.

    Professional Qualifications

    • A. in Religious Studies (Islam), Hampden-Sydney College, 2012
    • Passed Series 7 and Series 66 Exams
    • Six Sigma Black Belt, Villanova University

    About Me

    I have the honor of serving as an Officer of Marines in the United States Marine Corps.  Prior to joining Pittman Financial Partners, I served honorably for 5 years in the active forces, and I’m currently continuing my service as an Officer in the Reserves. 

    I believe that every person deserves the same level of respect and service as the next, and hope to embody that ethos in my day to day interactions with clients.  I happily married my better half, Megan, in November of 2017 and together (with our dog) we are excited to have our roots here in Birmingham; the city that I grew up in and that she is learning to love.  I’m an active member of the Rotaract Club of Birmingham and am also a mentor in Growing Kings, which are both local service organizations that aim to serve the Birmingham community.

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    Contact Edward

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    Strategic Financial Partners - Birmingham

    Satellite Office

    1101 22nd Street South
    Birmingham, AL 35205

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