Client-centric firm whose professionals focus on high net worth, non-profit clientele and Corporate 401k's.
Securities offered exclusively through Raymond James Financial Services, Inc Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Frey Masterson Investment Advisors is separately owned and operated from Raymond James Financial Services and not independently registered as a broker-dealer or investment adviser. Important Disclosure Information: http://raymondjames.com/smicd.htm
03/10/2026
The Frey Masterson team had a great morning volunteering at St Pete PAL. It is always wonderful to spend time as a group giving back to a non-profit we love so much in our community. Special thank you to FMIA financial advisor and PAL Board Member, DJ McElroy, for coordinating our visit!
10/30/2025
The Frey Masterson team was proud to support the LiFT Academy at today's Rise Awards!
03/24/2025
Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://go.rjf.com/4igasiW
J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards
Due to the storm and some preplanned maintenance our office will continue to be closed this week. The majority of our team now has power and will be available to you via email and phone. Thank you for your patience and understanding
Our hearts go out to the Tampa Bay community and surrounding areas. Our team remains committed to our Clients and available for you and any needs you have while also dealing with our own hurricane cleanup. Our office remains without power, water and cell service so our team will continue to be remote with a couple of us available via cell and email who are in outside areas. Please do not hesitate to reach out if we can assist in any way. Our intention and hope is that our Office will re-open on Monday if power and internet are restored. Thank you for your continued patience through these difficult days! We stand together with our incredible community and look forward to sunnier days on the horizon
Our offices will remain closed for the rest of this week. Please stay safe from Milton and we hope to speak with you soon.
Our Office will be closed Tuesday and Wednesday due to Hurricane Milton. We will evaluate reopening after the storm. If you are in the line of Milton we wish you all the best for safety and security. Our team will be available via email and cell service as long as those things are possible. Thank you
Our physical location will be closed Thursday and Friday due to Hurricane Helene. Our team will be available through email and phones intermittently assuming there is not a major loss of power or other impacts. We hope you all stay safe and dry! Thank you for your patience as we weather this storm together.
10/25/2023
Hope you can join us! Please RSVP to [email protected]
09/25/2023
Amazing Day receiving our original art piece from K Scott Art to celebrate our 10-year anniversary. He has been an amazing friend to the firm and we were so excited to purchase our first ever original piece from him.
