Phillip M. GilbertPhillip M. Gilbert, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
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
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