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
Building 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 Now
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Stock-based compensation and the Section 83(b) election
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March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.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 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 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 NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now