
Matthew P. MacMichael Sr.Matthew P. MacMichael Sr.Executive DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Matthew
Matthew P. MacMichael Sr. is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As the managing principal of The Phil Scott Group, Matthew is responsible for the strategic direction of the team, ensuring the delivery of a high-caliber client experience. With more than 25 years in wealth management, he offers an intuitive understanding of client priorities, fostering a culture of engagement, responsiveness and customization.
A highly experienced Wealth Advisor, Matthew provides tailored advice and guidance to wealth creators and their families, helping them anticipate key inflection points in their finances. He offers the knowledge he has gained from advising an accomplished clientele, including company founders, entrepreneurs, senior executives, entertainment professionals, and athletes. To each relationship, Matthew brings focused attention, practical insight and genuine enthusiasm for his work.
As a member of the team's Investment Committee, Matthew contributes to the management of its proprietary investment program, which features a long-term track record. He notes that for many clients, sustaining a predictable cash flow is integral to their peace of mind after selling a business, entering retirement, or navigating unpredictable income streams in entertainment or professional sports—a goal advanced by the team's disciplined investment approach.
Matthew joined J.P. Morgan Wealth Management in 2023. Earlier, he served as Managing Director and Wealth Manager at First Republic Private Wealth Management. Matthew's experience also includes more than eight years with Merrill Lynch, where he was a Managing Director and Market Executive overseeing the Pacific Northwest region. He began his career in a family-owned investment advisory practice that he would later purchase and sell to a major Wall Street firm.
Matthew earned his B.S. in Finance and Economics from Liberty University, where he was a member of the Division I Men's Soccer Team and served as class president. He also studied International Business at Oxford University in England.
Active in philanthropic causes, Matthew supports organizations dedicated to the well-being of women and children in his community, as well as cancer research.
Matthew and his wife divide their time between Medina, Washington, and Scottsdale, Arizona. They enjoy spending time with their son and daughter.
Insights

December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now