Matt Parry

Vice President, Investment Product Specialist Annuity Specialist

Biography

Matt Parry is a dynamic and results-driven insurance strategist with over 13 years of experience in the annuities and life insurance sectors. Matt excels in leading point-of-sale client meetings with a consultative approach and focus on providing education and information, empowering clients to make well-informed decisions. In his role, Matt partners with Bankers and Investors to identify clients who could benefit from risk management strategies and helps to implement them directly with clients.

Before joining J.P. Morgan, Matt thrived as an Insurance Strategist supporting Goldman Sachs Financial Advisors and their clients through comprehensive risk management planning. Prior to joining Goldman Sachs, Matt strengthened his skill set as an Insurance Planning Specialist at TIME, A Crump Company. There, he identified and implemented life insurance and estate planning opportunities for clients of major financial institutions across the western United States. His consultative approach and educational initiatives, such as creating instructional documents for Morgan Stanley, have been instrumental in enhancing advisor knowledge and client engagement nationwide.

Matt holds a B.S. from George Mason University and is also pursuing his Chartered Life Underwriter (CLU) designation, further solidifying his commitment to excellence in the financial services industry.

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