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 @ Money Concepts
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2005 - 2009 Financial Advisor CFP @ J.P. Morgan
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2002 - 2005 Financial Advisor @ UBS Group AG
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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

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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 and 1 mobile phone numbers on RocketReach.

Matthew Frey Emails

Found 1 emails

@moneyconcepts.com

Matthew Frey Phone Numbers

Found 2 phone numbers

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Top Money Concepts Employees

Denis Walsh

President and CEO at Money Concepts

Palm Beach Gardens, FL, US
2
- sbcglobal.net
- moneyconcepts.com
5+
- +1 407-627-XXXX
- +1 843-654-XXXX
- +1 561-543-XXXX
- +1 703-502-XXXX
- +1 561-694-XXXX
- +1 305-760-XXXX
Christopher Puffer

President at Money Concepts

Louisville, KY, US
2
- moneyconcepts.com
- yahoo.com
5+
- +1 502-228-XXXX
- +1 502-425-XXXX
- +1 561-472-XXXX
- +1 502-429-XXXX
- +1 502-338-XXXX
- +1 502-905-XXXX
Dan Pyle

President at Money Concepts

McPherson, KS, US
2
- sbcglobal.net
- moneyconcepts.com
3
- +1 620-241-XXXX
- +1 620-245-XXXX
- +1 316-640-XXXX
Robert Moritz

President, Faithful Stewards at Money Concepts

Indianapolis, IN, US
1
- moneyconcepts.com
4
- +1 317-896-XXXX
- +1 317-841-XXXX
- +1 317-566-XXXX
- +1 317-403-XXXX
Mo Dearth

President at Money Concepts at Money Concepts

Murrayville, GA, US
1
- moneyconcepts.com
1
- +1 678-521-XXXX
Brandon Lytle

President | Financial Advisor at Money Concepts

Louisville, KY, US
2
- +1 502-244-XXXX
- +1 502-876-XXXX
Lee Hudson

President at Money Concepts

Clarksville, TN, US
1
- moneyconcepts.com
2
- +1 931-647-XXXX
- +1 931-237-XXXX
Richard Patient

President at Money Concepts

Worcester, MA, US
2
- gmail.com
- patientcpa.com
1
- +1 508-612-XXXX
Patrick Edwards

President at Money Concepts

New York, NY, US
2
- edwardsfinancialgroup.com
- gmail.com
5+
- +1 518-695-XXXX
- +1 917-325-XXXX
- +1 201-926-XXXX
- +1 732-895-XXXX
- +1 212-690-XXXX
- +1 954-790-XXXX
Jeff Baker

President at Money Concepts

Montgomery, TX, US
1
- moneyconcepts.com
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