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

Wealth Planning

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
Wealth Planning

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
Wealth Planning

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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.