Phil ScottPhil ScottManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Barron's
About Phil
Phil Scott is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Phil is the recipient of numerous national accolades, and has worked with ultra-affluent clients throughout his career to help them deploy, grow, steward and transfer their wealth effectively. With more than three decades of direct wealth management and investing experience, Phil advises business owners, senior executives, entrepreneurs and multi-generational families about the opportunities and challenges that significant wealth can entail.
Closely attuned to the capital markets, Phil is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, one of a select group of advisors who undergo a screening process to manage discretionary portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. His areas of focus include market evaluation and outlook, risk assessment, asset allocation, portfolio design and security selection. He customizes clients' investment offerings to reflect their preferences, time horizons and priorities, including future cash-flow needs, wealth transfer objectives and tax implications.
Phil joined J.P. Morgan Wealth Management in 2023. Previously, he was a Managing Director with First Republic Private Wealth Management—a role he held since 2020. His career also includes many years with Merrill Lynch Wealth Management, where he was a Wealth Management Advisor and Managing Director.
Phil's extended tenure in wealth management is paralleled by that of his team members, many of whom have collaborated for more than 25 years. He believes that continuity and consistency are the key underpinnings of an exceptional client experience, and is proud to lead a close-knit team with an ingrained culture of diligence and care, emblematic of the group's desire to exceed expectations.
Phil is a graduate of the U.S. Naval Academy, where he earned degrees in International Relations and General Engineering.
Active in philanthropic causes, Phil supports a number of organizations, including Row to the Future, Erg Ed, Pocock Crew, Children's Hospital, Pacific Northwest Ballet, Robin Hood Foundation, The Everglades Foundation and Washington Policy Center.
Phil and his wife, Lesli, enjoy spending time with their three children.
Insights
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowThreading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now