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
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June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowOutlook
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June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowMarkets
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