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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now