First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management.
Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations. The team 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,” said 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 specializes 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 U.S. Naval Academy. He has been recognized in a number of industry rankings, including Barron’s Top 100 Financial Advisors and Barron’s Top Advisors by State (Washington). Additionally, he was recognized 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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