Aubrey RosenthalAubrey RosenthalVice PresidentRelationship Manager
About Aubrey
Aubrey Rosenthal is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Aubrey brings more than two decades of experience to her role with The Phil Scott Group, closely attuned to the needs and interests of an accomplished clientele. She builds genuine relationships with high-net-worth individuals and families, grounded in her desire to make clients' lives easier, simpler and more fulfilling.
Within the team, Aubrey oversees a number of administrative and operational functions. Her responsibilities include addressing inquiries, handling ad-hoc requests and special projects, and connecting clients and their families to a suite of integrated capabilities. Diligent by nature, she strives to exceed expectations, welcoming the opportunity to demonstrate how much she values each person through her attentiveness and care.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Aubrey served in a parallel capacity with First Republic Private Wealth Management. Her experience also includes more than 18 years with Merrill Lynch. She began her financial services career in 2004 with Fidelity Investments, where she was a 401(k) specialist.
Aubrey earned her B.A. in International Politics from The George Washington University.
Active in her community, Aubrey volunteers regularly for the high school basketball booster club and for various community arts events, such as the annual Lantern Festival and March of the Vegetables.
Originally from New Hampshire, Aubrey has lived in Washington State since 2005. An outdoor enthusiast, she enjoys mountain biking and hiking.
Insights
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now