Sam Thomas, CFP, has extensive experience in the financial consulting industry, having worked for E*TRADE Financial Corporation from June 2010 to August 2023 and currently serving in the same role at Charles Schwab since September 2023. Previously, Sam held financial consultant positions at A.G. Edwards & Sons, Inc. from November 2003 to October 2007 and at LPL Financial from October 2007 to February 2010. Sam earned a Bachelor's Degree in Business Administration and Management from Brigham Young University between 1996 and 2003, followed by a degree in Financial Planning and Services from the College for Financial Planning from 2006 to 2007.
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