Matthew Arey, JD

Examiner
DISC Type : cs

Retirement Plan Advisor, Director of Fiduciary Services at Lebel & Harriman, LLP

Portland, Maine Metropolitan Area, United States

Overview

Matthew is a Partner and Director of Fiduciary Services at Lebel & Harriman, where he has worked for over nine years. With a Juris Doctor, he focuses on competitive employee benefits, investment monitoring, and compliance, having progressed from an analyst to his current leadership role.

Outside of work, Matthew lives in Falmouth, Maine, with his wife and two children. He is an active individual who enjoys spending his free time with family, running, and playing golf.

Unique Fact: While working as a financial advisor, he earned his law degree and was admitted to the Maine Bar.

Personality Overview

Unexpressive

Overcautious

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Fiduciary Services
As the Director of Fiduciary Services, he is deeply involved in advising clients on their fiduciary duties, compliance, and investment monitoring.
Employee Benefit Programs
His core role involves assisting clients in building and managing rewarding employee benefit programs, including 401(k) and 403(b) plans.
Student Debt Strategies
He has a specific professional interest in advising clients on strategies for managing student loan debt, such as Section 127 plans.

Media Appearances

Matthew has no verified media appearances

Work History

3-2022
Retirement Plan Advisor, Director of Fiduciary Services at Lebel & Harriman, LLP
2-2014 - 4-2022
Retirement Plan Analyst at Lebel & Harriman, LLP
2-2014 - 4-2022
Financial Advisor at Lebel & Harriman, LLP
6-2011 - 2-2014
Relationship Manager at KeyBank
9-2008 - 5-2011
Student Aide at Brockton Public School Department

Education

8-2017 - 5-2021
Juris Doctor cum laude from Suffolk University Law School
2007 - 2011
Bachelor's degree from Stonehill College

More Information

Social Presence :

Prographics :

Exp : 17 Location : Portland, Maine Metropolitan Area, United States Job Level : Mid-senior Designation : Retirement Plan Advisor, Director of Fiduciary Services at Lebel & Harriman, LLP
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Matthew

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Matthew take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Matthew

Personality Compatibility


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