Matthew Frey Email & Phone Number
Financial Advisor CFP @ Money Concepts
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Matthew Frey Location
- Louisville, KY, US
Matthew Frey Work
- 2009 -now Financial Advisor CFP @
- 2005 -2009 Financial Advisor CFP @
- 2002 -2005 Financial Advisor @
Matthew Frey Education
- Bellarmine University
Executive Certificate in Financial Planning (Financial Planning)
2008-2009 - University of Kentucky
Bachelor's Degree (Sociology)
1990-1995
Matthew Frey Skills
- Wealth Management
- Strategic Financial Planning
- Series 63
- Financial Reporting
- Investment Strategies
- Investments
- Accounting
- Retirement
- Certified Financial Planner
- Customer Service
- Investment Advisory
- Financial Analysis
- Strategic Planning
- Series 7
- Retirement Planning
- Valuation
Matthew Frey Summary
- Matthew Frey, based in Louisville, KY, US, is currently a Financial Advisor CFP at Money Concepts. Matthew Frey brings experience from previous roles at J.P. Morgan and UBS. Matthew Frey holds a 2008 - 2009 Executive Certificate in Financial Planning in Financial Planning @ Bellarmine University. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Series 63, Financial Reporting, Investment Strategies and more. Matthew Frey has 1 emails on RocketReach.
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Ernest Zito
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Andy Panyik
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Mo Dearth
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Lee Hudson
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