Scott ThomlisonScott ThomlisonWealth 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 wealthmanagement 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. Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
Insights
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Preparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read Now
Eye on the Market: Mind the gap
September 30, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at presidential candidate policy differences and implications for investors.Read Now
Planning for your family and terminal illness
September 30, 2024There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read Now
End the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read Now
Considerations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now
3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read Now
Building a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowPreparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read NowEye on the Market: Mind the gap
September 30, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at presidential candidate policy differences and implications for investors.Read NowPlanning for your family and terminal illness
September 30, 2024There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read NowEnd the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read NowConsiderations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read NowBuilding a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read Now