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Thomas Scott

Advisor at Edward Jones

Updated today

Location

Germantown, IL 62245

Credentials

CFP®, Series 63, Series 66

Industry experience

24 years

About

Thomas Scott is a CFP® professional with 24 years of industry experience, currently affiliated with Edward Jones since 2020. Prior to this, he worked at MFS Fund Distributors, Inc. for six years. He holds the Series 63 and Series 66 licenses and is based in Germantown, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1363 Lake Park Dr

Germantown, IL 62245

Most active in

Illinois · Texas

Work history

Edward Jones

2020 - Present (6 years)

MFS Fund Distributors, Inc.

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert F

Series 63, Series 65

Lebanon, IL

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Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Ian T

Series 66

Breese, IL

Midwestern Securities Trading Company, LLC

Ian Timimmermann is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm supports a large retail client base through both discretionary and non-discretionary managed accounts and integrates fundamental and technical analysis in its investment approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Matthew S

Series 66

Mascoutah, IL

Stifel Independent Advisors, LLC

Matthew Schroeder is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill. Outside of his advisory work, Schroeder serves on the boards of the Holy Childhood School and the Mascoutah Chamber of Commerce, where he is involved in community events and scholarship committees. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and public entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary market models to tailor asset allocation and provides a range of services from fee-based financial planning to discretionary portfolio management.

General retirement planning Income planning Wealth management
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Zachary T

Series 63, Series 65

Mascoutah, IL

Stifel Independent Advisors, LLC

Zachary Thurston is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Stifel Independent Advisors since 2016 and also works with Stifel Financial since 2026. Outside of his advisory work, Thurston is an assistant high school football coach and an athletic department gameday worker for Mascoutah High School. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process supported by proprietary market assumptions and probabilistic modeling to tailor asset allocation recommendations.

General retirement planning Income planning Wealth management
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Suzanne M

Series 66

Germantown, IL

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Suzanne Markus is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Benjamin F. Edwards & Company, Inc., where she has been since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors, Old North State Investment, The Mike Brown Financial Group, and UBS Financial Services. Outside of her advisory work, she is a marketing partner for Monat, a hair care product company. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies with oversight from its Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Logan I

Series 63, Series 66

Breese, IL

Eagle Strategies (NY Life)

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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