Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
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 Advisor 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 PLANNERTM 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.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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