Kimberly ScharffKimberly ScharffAssociateSenior Client Associate
About Kimberly
Kimberly Scharff is a Senior Client Associate at J.P. Morgan Wealth Management.
A long-standing member of The Phil Scott Group, Kim is an integral part of the team who excels in providing diligent assistance to clients and their families. Her tenure in wealth management has made her intimately familiar with the needs and interests of high-net-worth individuals and families.
Within the team, Kim's areas of experience include both operational and administrative functions. For over two decades, her dedicated focus has been on trade execution and transaction monitoring within the team's investment portfolios. Kim's attention to detail has cemented her reputation for precision and reliability.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Kim was a Client Service Associate at First Republic Private Wealth Management. Her experience also includes 37 years with Merrill Lynch, where she began her wealth-management career in 1983. She is a graduate of Kinman Business University.
Kim lives in Sammamish and enjoys spending time with her friends and family, as well as traveling.
Insights
![](http://dynl.mktgcdn.com/p/9eofX_ZBksfXrgTeFPUBqnXbShwIXcMFCO_UtZ0ompA/1440x810.jpg)
How worried should you be about the U.S. debt and deficit?
June 28, 2024We break down common concerns, share possible scenarios and discuss how policymakers and investors might respond.Read Now![](http://dynl.mktgcdn.com/p/GjN4fn4fK01Bkp7F0CixIjwHryxJk1R4Q0ZyJMmStYo/1440x810.jpg)
Nothing is as good (or bad) as they say it is
June 28, 2024It’s going to take the Federal Reserve longer to achieve the confidence to ease. It’s all about confidence. It always is.Read Now![](http://dynl.mktgcdn.com/p/eD9kDRmZNMIR_yhx_fnfTA5dqhkfJzwBltI20FtBpr0/1440x810.jpg)
How to assess the potential impact of AI on your portfolio
June 28, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now![](http://dynl.mktgcdn.com/p/VPEFJJYmnzCQ8RZqh6a_AZVgQYS3BlK3r076cOpmkdE/1440x810.jpg)
Are overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now![](http://dynl.mktgcdn.com/p/Uj9oRG8PnTp02cDyjLrVI7qIh5H9MsZUTLe2jnxGma8/1440x810.jpg)
How the upcoming U.S. presidential election could impact your portfolio
June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now![](http://dynl.mktgcdn.com/p/XBXJ1n1ch0AHcIbULXC85PrPqpasQvxxITmkOHUtVvk/1440x810.jpg)
Pushbacks and Top Tracks: A Mid-Year Mixtape
June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How you can pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/ZHfHyoADyKBkbj13JKvXkODBZFST4PKjnLtmAlnW1KE/1440x810.jpg)
Business succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/9eofX_ZBksfXrgTeFPUBqnXbShwIXcMFCO_UtZ0ompA/1440x810.jpg)
How worried should you be about the U.S. debt and deficit?
June 28, 2024We break down common concerns, share possible scenarios and discuss how policymakers and investors might respond.Read Now![](http://dynl.mktgcdn.com/p/GjN4fn4fK01Bkp7F0CixIjwHryxJk1R4Q0ZyJMmStYo/1440x810.jpg)
Nothing is as good (or bad) as they say it is
June 28, 2024It’s going to take the Federal Reserve longer to achieve the confidence to ease. It’s all about confidence. It always is.Read Now![](http://dynl.mktgcdn.com/p/eD9kDRmZNMIR_yhx_fnfTA5dqhkfJzwBltI20FtBpr0/1440x810.jpg)
How to assess the potential impact of AI on your portfolio
June 28, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now![](http://dynl.mktgcdn.com/p/VPEFJJYmnzCQ8RZqh6a_AZVgQYS3BlK3r076cOpmkdE/1440x810.jpg)
Are overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now![](http://dynl.mktgcdn.com/p/Uj9oRG8PnTp02cDyjLrVI7qIh5H9MsZUTLe2jnxGma8/1440x810.jpg)
How the upcoming U.S. presidential election could impact your portfolio
June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now![](http://dynl.mktgcdn.com/p/XBXJ1n1ch0AHcIbULXC85PrPqpasQvxxITmkOHUtVvk/1440x810.jpg)
Pushbacks and Top Tracks: A Mid-Year Mixtape
June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How you can pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/ZHfHyoADyKBkbj13JKvXkODBZFST4PKjnLtmAlnW1KE/1440x810.jpg)
Business succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/_NobfLqa0Tuw8Wf6bLeHDLPyBU_z2doPwHX2iZ91dq4/1482x1000.png)