Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022
Top Next-Gen Wealth Advisors
2020 • 2019
Top Wealth Management Teams Best-In-State
2023
Top Next-Gen Wealth Advisors Best-in-State
2019

About Phillip

Phillip Gilbert is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Phil advises high-net-worth families and institutions, as well as their respective family offices, trusts, estates, foundations and endowments, on all matters related to the capital markets. He works closely with his clients' outside advisors to ensure that strategies are integrated across their financial picture—tax and estate planning, the management and liquidation of concentrated stock positions and the sale of privately held businesses.

A CERTIFIED FINANCIAL PLANNER® professional, Phil joined J.P. Morgan in 2023 with his team, The Atwood Group, after spending nearly a decade at First Republic, where he served as a Managing Director and Wealth Manager. Previously, he spent five years at Credit Suisse as a Vice President of Private Banking, and five years at Bernstein Global Wealth Management as a Private Wealth Associate, Client Advisor and other roles.

A graduate of Purdue University, Phil earned a B.S. in Business Administration with a concentration in Finance. He holds an M.B.A. from the University of Florida.

Phil is a member of the Jupiter Medical Center Foundation Planned Giving Advisory Council, the University of Florida Alumni Association, and an active member at St. Mark's Episcopal School and Church.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Outlook

July Jobs report highlights US job growth has slowed significantly; markets react negatively

August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Markets

Differentiating large from small: Firm size and exposure to trade tensions

August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
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