Matthew FryMatthew Fry, CFP®, AIFWealth Advisor
LinkedInAbout Matthew
Matthew Fry is a Wealth Advisor with The Wilson Group at J.P. Morgan Wealth Management. With over 15 years of experience in the financial services industry, he primarily works with high-net-worth individuals, corporate executives, small business owners and retirees.
Matt and The Wilson Group provide tailored investment portfolios as opposed to outsourcing to third-party investment managers. They feel such an approach is more efficient, cost-effective and personalized to the client, providing insight into the team's philosophy and thought process. He conducts analytical and trading due diligence on the team's equity and fixed income portfolios, along with stress testing using historical periods of elevated volatility. Leveraging J.P. Morgan's intellectual capital accompanied by quantitative and qualitative analysis, Matt contributes to the team's overall investment process and portfolio strategy.
To help clients pursue long- and short-term goals, Matt delves deeply to fact-find and understand their risk tolerance, and creates a financial plan that helps fit their risk appetites and guides them to their goals. Matt believes this individualized approach, coupled with consistent client contact and personal service, provides value for the team's clients. Matt is also a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals have completed extensive training and experience requirements, and are held to higher ethical standards.
Born and raised in Philadelphia, Matt received his B.S. in Business Administration from the University of Richmond in 2005, and his M.B.A. from Villanova University in 2012. He began his investment career in 2006 when he joined Delaware Investments. In 2008, Matt accepted a wholesaling position with Lincoln Financial Group in Radnor, Pennsylvania, where he garnered substantial experience in variable and fixed annuities, and insurance. Matt became a member of The Wilson Group when he joined Morgan Stanley Wealth Management in 2012, and transitioned to J.P. Morgan in March 2015.
Matt currently resides in Havertown, Pennsylvania, with his wife, Stephanie, and daughters, Parker and Teagan. In his free time, Matt enjoys playing golf, traveling and spending time with family.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
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December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now