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
Markets and Economy
What risks? Earnings are up and to the right
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Family Legacy
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Markets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read Now
Retirement
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Markets and Economy
A calm index, a restless market
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Markets and Economy
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Retirement
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What risks? Earnings are up and to the right
October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowFamily Legacy
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowMarkets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowRetirement
Why a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowInvesting
Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowMarkets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowMarkets and Economy
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowMarkets and Economy
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowRetirement
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read Now
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