Wealth Management Team led by Phil Scott joins First Republic

A wealth management team lead by Phil Scott has joined First Republic Investment Management.

Scott, who has been appointed as Managing Director and Wealth Manager, is joined by 11 team members. The new team will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations, and is part of First Republic’s growing wealth management presence in its Bellevue office in the Seattle area.

“Phil Scott is a very accomplished wealth manager with a long track record of helping clients achieve their financial objectives,” says Bob Thornton, President of First Republic Private Wealth Management. “Scott and his colleagues share First Republic’s commitment to exceptional client service.”

Before joining First Republic, Scott was a Managing Director at Merrill Lynch Wealth Management. He specialises in serving ultra high net worth individuals and their families through goals-based investing. He serves on the board of directors of the Washington Policy Center and co-founded Row to the Future, the youth development initiative of the George Pocock Rowing Foundation. Scott earned a bachelor’s degree in International Relations and General Engineering from the US Naval Academy. He has been recognised in a number of industry rankings, including Barron’s Top 100 Financial Advisors and Barron’s Top Advisors by State (Washington). Additionally, he was recognised as a Barron’s Hall of Fame Advisor in 2019 and his team was named one of Barron’s Top 50 Private Wealth Management Teams.

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