Andrew Thomas

Andrew Thomas has a diverse work experience in the finance industry. Andrew currently holds the position of Director of Financial Planning at Edelman Financial Engines since July 2022. Prior to this, they worked as a Wealth Management Advisor at U.S. Bancorp Investments from November 2021 to August 2022. Andrew also served as a Wealth Management Banker at U.S. Bank from July 2019 to November 2021. Before that, they worked as a Private Client Banker at J.P. Morgan Securities LLC from May 2016 to June 2019. Andrew started their career as a Financial Specialist at PNC Investments from August 2014 to July 2015 and later served as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from December 2011 to August 2014.

Andrew Thomas received their Bachelor's degree in Marketing from the University of Louisville, where they studied from 1998 to 2004. Andrew then pursued an MBA at Xavier University from 2016 to 2019.