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Matthew Fry, CFP®
The Wilson Group and I provide tailored investment portfolios as opposed to outsourcing to third-party investment managers.

Matthew Fry, CFP®

Wealth Advisor

Matthew Fry, CFP®


215.864.5713

matt.fry@jpmorgan.com

1735 Market Street, Suite 3110
Philadelphia, PA 19103

About Matthew

Matthew Fry is a Wealth Advisor with The Wilson Group at J.P. Morgan Wealth Management. With over 12 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.

 

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