Check the background of this investment professional on FINRA’s BrokerCheck.
Matt Frey is an owner/partner at Frey Masterson Investment Advisors and Branch Manager of Raymond James Financial Services. Prior to establishing FMIA, he worked as part of the finance and accounting team at SPX Corporation in both Charlotte, NC, and London, UK. In London, he worked on a $1 billion acquisition as part of a team that handled the IFRS to GAAP reconciliation and financial systems integration. Prior to that, he participated in a rotational finance and accounting program.
Matt currently serves as a board member with the YMCA of Greater St Petersburg and Shorecrest Preparatory School. During his time with Shorecrest, he has been an instrumental member in the Transform Campaign. Matt previously had served on the board at the R’Club and as a board and executive committee member at Habitat for Humanity of Pinellas County and the St Petersburg Free Clinic. During his time with Habitat Pinellas, the organization doubled the number of families served annually in Pinellas County. During his tenure with SPFC, the non-profit agency opened a new food bank, women’s residence and health center. Prior to his work with Shorecrest, YMCA, SPFC and Habitat Pinellas, Matt served as chair of the St. Petersburg Area Chamber of Commerce’s Young Professionals and participated in and served on the planning committee for Leadership St. Pete. He is also active with the Clutch Hitters and Polywogs. He is involved nationally with the Notre Dame Alumni Club.
In 2015, he received the Champion of Service Award from Volunteer Florida and Governor Scott for his continued support of Habitat for Humanity of Pinellas County.
Matt has won numerous national medals for swimming and held three national records. In 2018, Matt was inducted into the Lancaster Catholic High School Athletic Hall of Honor. He was a Paralympic qualifier in 2000 and was named the PA Sports Hall of Fame’s Most Courageous Athlete in 1997. He has placed in National Amputee Golf Tournaments and was a High School Academic All-American.
Matt is a graduate of the University of Notre Dame, where he majored in finance and participated on the Irish swim team. He continued his education at Notre Dame, graduating cum laude with an MBA in investments.
Matt is originally from Elizabethtown, PA. He married life-long St. Petersburg resident, Anne Michelle Reilly in 2008. Anne Michelle teaches math at her alma mater, Shorecrest Preparatory School. They have two children, Cate and Jack, and live in Northeast St. Pete. In his free time, Matt enjoys tennis, golf, watching Notre Dame athletics and spending time with his family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.