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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May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now