Scott ThomlisonScott Thomlison, CFP®Wealth Advisor
Awards and Industry Recognition
Forbes
About Scott
Scott Thomlison is a Wealth Advisor at J.P. Morgan Wealth Management.
As a co-leader of The SWYT Team, Scott advises wealth creators, many of whom are business owners and entrepreneurs who are either preparing their business for sale or have already achieved that milestone. He offers reliable leadership, precise coordination and a perceptive understanding of the opportunities and challenges of substantial wealth. An attentive listener, Scott serves as a primary point of contact for all investment management, private banking and wealth transfer needs, supporting clients in their efforts to pursue their ambitions and enhance the long-term trajectories of successive generations.
Clients look to Scott for his ability to help them weigh their decisions and evaluate their hierarchy of objectives. He has particular depth in financial planning and serves as the primary planner for the team, integrating pre-transaction structuring, cash flow modeling, investing, trust and estate planning, and family wealth dynamics. Scott believes clients gain peace of mind from his ability to oversee complex initiatives on their behalf, collaborating effectively with their tax and legal intermediaries to maintain steady momentum.
Scott joined J.P. Morgan Wealth Management in 2023, moving with his team from First Republic Investment Management, where he was an Associate Director and Associate Wealth Manager. Earlier, he was a member of First Republic's Advanced Planning Team, responsible for creating and delivering comprehensive financial planning for the firm's high- and ultra-high-net-worth clientele. He began his wealth management career in 2014.
A graduate of Loyola Marymount University, Scott earned his B.S. in Business with a concentration in Finance. He also holds a certificate in Personal Financial Planning from UCLA. Additionally, Scott is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and holds the Chartered Financial Analyst® (CFA®) designation—two of the most esteemed credentials in the wealth-management industry. Within his professional community, he is a member of the Los Angeles Society of Financial Analysts.
Originally from St. Louis, Scott is a Cardinals fan. He and his wife, Lindsey, enjoy traveling. In his free time, he also likes to play golf.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now