Thomas ‘Scott’ HolsteadThomas ‘Scott’ HolsteadManaging DirectorWealth Partner
About Thomas
T. Scott Holstead is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of the Houston JPMS Office and the Holstead Gordon Group, Scott works with a select group of high- and ultra- high-net-worth multi-generational Texas families and their foundations to help them address the complexities of today's financial markets.
Scott draws on his 18 years of experience navigating market volatility. He leverages the intellectual capital of J.P. Morgan to construct tailored investment solutions for his clients. He enjoys engaging with families and building lasting relationships to provide them with the guidance, comfort and confidence they need for prudent long-term wealth creation and preservation. As a testament to his ability to deliver truly comprehensive investment advice, Scott was recognized by the Financial Times as one of the Top 400 Financial Advisors in 2014 and 2015. He was also named to Barron's Top 1,200 Financial Advisors' list in 2016, 2017 and 2018.1
Scott honed his investment management capabilities at Goldman Sachs, UBS Financial Services and Merrill Lynch. He and the other members of the team joined J.P. Morgan in 2018 to provide clients with the firm's wealth of products and services, delivering it all within a boutique setting.
Scott is a graduate of Washington & Lee University where he earned a B.A. degree in Political Science. He holds an M.B.A. degree from the University of Michigan's Ross School of Business. Scott began his career in 1989 at the U.S. Treasury Department's Office of Tax Policy. He also worked in the White House's Office of National Service during George H.W. Bush's presidency.
A role model in his community, Scott is an Eagle Scout, a former board member of the Texas Children's Cancer Center and supports Post Oak Little League, the Boy Scouts of America and the Kinkaid School. Patriotism is very important to him and he has been actively involved in the Marine Corps Scholarship Foundation which provides need-based scholarships to children who have lost a parent to war. Scott resides in Houston with his wife, Jill, and their two children.
Insights
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now