Aubrey RosenthalAubrey RosenthalVice PresidentRelationship Manager
About Aubrey
Aubrey Rosenthal is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Aubrey brings more than two decades of experience to her role with The Phil Scott Group, closely attuned to the needs and interests of an accomplished clientele. She builds genuine relationships with high-net-worth individuals and families, grounded in her desire to make clients' lives easier, simpler and more fulfilling.
Within the team, Aubrey oversees a number of administrative and operational functions. Her responsibilities include addressing inquiries, handling ad-hoc requests and special projects, and connecting clients and their families to a suite of integrated capabilities. Diligent by nature, she strives to exceed expectations, welcoming the opportunity to demonstrate how much she values each person through her attentiveness and care.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Aubrey served in a parallel capacity with First Republic Private Wealth Management. Her experience also includes more than 18 years with Merrill Lynch. She began her financial services career in 2004 with Fidelity Investments, where she was a 401(k) specialist.
Aubrey earned her B.A. in International Politics from The George Washington University.
Active in her community, Aubrey volunteers regularly for the high school basketball booster club and for various community arts events, such as the annual Lantern Festival and March of the Vegetables.
Originally from New Hampshire, Aubrey has lived in Washington State since 2005. An outdoor enthusiast, she enjoys mountain biking and hiking.
Insights
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After 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
Why cash flow forecasting and succession planning matter
March 30, 2026As 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
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
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Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
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How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After 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 NowWhy cash flow forecasting and succession planning matter
March 30, 2026As 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 NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now