Wealth Management Team Led by Phil Scott Joins First Republic
August 13 2020 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), 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.
To learn more about First Republic Private Wealth Management,
click here. To see our growing team of wealth management
professionals, click here.
About First Republic
Bank
Founded in 1985, First Republic and its subsidiaries offer
private banking, private business banking and private wealth
management, including investment, trust and brokerage services.
First Republic specializes in delivering exceptional,
relationship-based service and offers a complete line of products,
including residential, commercial and personal loans, deposit
services, and wealth management. Services are offered through
preferred banking or wealth management offices primarily in San
Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and
San Diego, California; Portland, Oregon; Boston, Massachusetts;
Palm Beach, Florida; Greenwich, Connecticut; New York, New York;
and Jackson, Wyoming. First Republic is a constituent of the
S&P 500 Index and KBW Nasdaq Bank Index. For more information,
visit firstrepublic.com.
FRC-GA
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Investors: Andrew Greenebaum / Lasse Glassen Addo
Investor Relations agreenebaum@addoir.com lglassen@addoir.com (310)
829-5400 Media: Greg Berardi Blue Marlin Partners
greg@bluemarlinpartners.com (415) 239-7826
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