David Frey joins us as Regional Vice President for Delaware life. With 30 years in the financial industry, David has found success by building strong, trust-based relationships with advisors, and will continue to collaborate with advisors in New England. He has worked for Fleet Bank, The Hartford, MassMutual, and, most recently, Symetra. David specializes in retirement income planning, working closely to help educate advisors about prominent issues surrounding retirement. He assists in creating diversified strategies with a focus on delivering sustainable lifetime income.
David arrives as a graduate of the University of Connecticut with his Series 6, 7, 26, and 63 licenses. He is insurance licensed with the state of Connecticut and has earned his Chartered Mutual Fund Counselor (CMFC) and Chartered Retirement Planning Counselor (CRPC) designations from the College for Financial Planning. He is also a Fellow of the Life Office Management Association (FLMI).
A lifelong resident of Connecticut, David resides in Simsbury with his wife Brigid, and two children Owen and Callahan. He loves to spend his spare time outdoors with his family and their dog Trixie. An avid sports fan and lover of music, David’s favorite hobbies include skiing, golfing, fishing, hiking, broomball, and coaching youth sports.