Phyllis TabachnickPhyllis TabachnickManaging DirectorWealth Partner
About Phyllis
Phyllis Tabachnick is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Phyllis partners with individuals, families and business owners to offer high-touch, personalized service tailored to their complex investment management needs. She embraces a client-centric approach, driven by a steadfast commitment to their best interests. Phyllis excels at guiding individuals through the tough decisions essential for growing and protecting their assets. She cultivates deep, trusting relationships to help them articulate their visions for the future and become effective stewards of their legacies.
Clients benefit from the exceptional team Phyllis has built. As the co-founder of The Tabachnick Oskin Group, she prioritizes the growth and development of each member, believing that empowering them enhances the overall client experience and drives positive outcomes.
In a testament to her commitment to her clients and colleagues, Phyllis has been at J.P. Morgan for more than 30 years. She is a graduate of Northwestern University and regularly speaks to students and boards on fundraising, leadership, career advancement and investment management. She is a sought-after speaker, leading a popular fundraising workshop called "Fundraising is Not an F-Word."
Phyllis is grateful that her work allows her to engage in issues she's passionate about, believing that her philanthropic endeavors—rooted in meaningful relationships, expanded skill sets and impactful contributions—are integral to her identity. She has leveraged her financial acumen to serve on the investment committees of various charitable organizations. These leadership positions have included:
ㅤ
• BBYO – Greater Midwest Region and International Board
• Better Government Association, Chicago
• Executive Service Corps, Chicago
• Northwestern University Hillel; Hillels of Illinois
• Jewish Community Centers Association
• Jewish Council for Youth Services, Chicago (President emerita)
• JUF/Jewish Federation of Metropolitan Chicago
• Working in the Schools Chicago
• JCC Chicago
ㅤ
A native of Akron, Ohio, Phyllis enjoys reading, cooking and traveling. She is an avid birdwatcher.
Insights
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowBusiness succession planning: Valuing your business
September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now6 strategies to consider before year-end
September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowAligning your strategy with your goals: The value of wealth planning
September 15, 2025There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now