Matthew Arey, JD in

Matthew Arey, JD

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Retirement Plan Advisor, Director of Fiduciary Services at Lebel & Harriman, LLP
📍 Portland, Maine Metropolitan Area, United States

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.

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Experience
17 Years
Current Role
Retirement Plan Advisor, Director of Fiduciary Services
Job Level
Mid-senior
Location
Portland, Maine Metropolitan Area, United States
Personality Overview

How Matthew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matthew cares 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.
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Career

Work history

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

Media appearances

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Education
8-2017 - 5-2021
Juris Doctor cum laude
Suffolk University Law School
2007 - 2011
Bachelor's degree
Stonehill College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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