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
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read NowThinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowYour guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowWhen is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read NowWhat is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowIs it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now