Phil Scott

Phil Scott leads a team within J.P. Morgan Wealth Management. The recipient of numerous national accolades, Phil has worked with ultra- affluent clients throughout his career to help them deploy, grow, steward, and transfer their wealth effectively. With more than three decades of direct wealth management and investing experience, Phil advises business owners, senior executives, entrepreneurs, and multi-generational families about the opportunities and challenges that significant wealth can entail. Closely attuned to the capital markets, Phil directs the team’s investment management initiatives, including oversight of a proprietary investment program with a long-term track record. His areas of focus include market evaluation and outlook, risk assessment, asset allocation, portfolio design, and security selection. He customizes clients’ investment offerings to reflect their unique preferences, time horizons, and priorities, including future cash-flow needs, wealth transfer objectives, and tax implications. Phil joined J.P Morgan Wealth Management in 2023. Prior to joining J.P. Morgan, he was with First Republic Private Wealth since 2020 after having been with Merrill Lynch Wealth Management for 35 years. Phil joined Merrill Lynch after graduating from the U.S. Naval Academy with degrees in International Relations and General Engineering. His extended tenure in the industry is paralleled by that of his team members, many of whom have collaborated for more than 20 years. That continuity and consistency, Phil believes this allows the team to deliver an exceptional client experience.

Phil supports a number of organizations, including Row to the Future, Erg Ed, Pocock Crew, Children’s Hospital, Pacific Northwest Ballet, Robin Hood Foundation, The Everglades Foundation, and Washington Policy Center. He and his wife Lesli enjoy spending time with their three children.

Mr. Scott earned his bachelor’s degree in International Relations and General Engineering from the U.S. Naval Academy.