As the Portfolio Manager at TCP Asset Management, Scott oversees investment management and education while supporting the partners on business development. He is responsible for institutional money management and all aspects of the firm’s separately managed account (SMA) business. Scott also serves as an advisor, delivering financial planning and wealth management services that include retirement planning, tax planning, and estate planning.

Scott brings nearly 25 years of experience from his career at JPMorgan, where he was a member of the Fixed Income Asset Management team. He earned a Bachelor of Science degree from The Ohio State University and holds the CFA® charter from the CFA Institute. His securities licenses include the Series 7 and Series 66.

Scott resides in the Lewis Center/Powell area with his wife Jennifer, their three children, one dog, and four cats. They enjoy the beach and spending time outdoors.

Scott Thomas is registered to conduct securities business in CA, FL, GA, MD, NC, OH.

Insurance-related services may not be provided to individuals residing in any states other than OH, AZ, CA, FL, GA, IN, KY, MD, NC, SC, TN.  No offers may be made or accepted from outside the specific states referenced.