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Matt Frey is an Owner and Partner of Frey Masterson Investment Advisors and serves as Branch Manager of Raymond James Financial Services. In his leadership roles, Matt works closely with the practice advisors and staff to support strategic growth, operational excellence, and the delivery of personalized financial guidance to clients.
Matt is deeply committed to the St. Petersburg community and currently serves as Chairperson of the Board of Trustees at Shorecrest Preparatory School. During his tenure, he has helped support several significant initiatives, including the Transform Campaign and the Now & Forever Campaign.
Throughout his career, Matt has served in leadership positions with a number of nonprofit and community organizations across the Tampa Bay area. His board service has included the YMCA of Greater St. Petersburg, R’Club Child Care, Habitat for Humanity Tampa Bay Gulfside, and the St. Petersburg Free Clinic, where he also served on the Executive Committee. He previously chaired the St. Petersburg Area Chamber of Commerce Young Professionals program and participated in Leadership St. Pete, including service on its planning committee. Matt also remains actively involved with the University of Notre Dame alumni community on a national level.
Prior to joining Frey Masterson Investment Advisors, Matt worked as part of the finance and accounting team at SPX Corporation in Charlotte, North Carolina, and London, England. While in London, he was involved in a $1 billion acquisition as part of a team responsible for IFRS-to-GAAP reconciliation and financial systems integration. Earlier in his career, he completed SPX Corporation’s rotational finance and accounting development program.
Matt earned a bachelor’s degree in Finance from the University of Notre Dame, where he was a member of the Notre Dame swimming program. He later earned a Master of Business Administration with a concentration in Investments from the University of Notre Dame, graduating cum laude.
A lifelong competitor, Matt has won numerous national medals in swimming and held three American records, as well as one Pan-American record. He was a Paralympic qualifier in 2000 and has placed in National Amputee Golf Tournaments.
Originally from Elizabethtown, Pennsylvania, Matt married lifelong St. Petersburg resident Anne Michelle Reilly in 2008. Anne Michelle serves as Assistant Head of the Upper School at her alma mater, Shorecrest Preparatory School. Together, they have two children, Cate and Jack, and reside in Northeast St. Petersburg. Outside of work, Matt enjoys tennis, golf, following Notre Dame athletics, and spending time with family and friends.
Raymond James is not affiliated with nor endorses any of the above named organizations and/or charitable causes.
1Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
2Each year Investment News recognizes 40 industry professions under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 when the honorees were announced. Over 1000 nominees were considered and 40 were chosen to receive the award in 2023. The nominations are read and vetted by an internal group of editors and reporters at Investment News. This ranking is based upon the period from 06/1/2022 to 6/1/2023 and was released on 06/05/2023. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Investment News is not affiliated with Raymond James.
Raymond James is not affiliated with nor endorses any of the above named independent organizations and/or charitable causes.
