Will Frey

Wealth Management Intern @Money Concepts

Lexington, KY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2025 — Present

Wealth Management Intern @Money Concepts

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Louisville, KY, US

EDUCATION

N/A

University of Kentucky

Bachelor of Business Administration - BBA, Financial Planning and Services

ABOUT WILL FREY

Pursuing a Bachelor of Business Administration in Finance and Certificate in Financial Planning at the University of Kentucky, with expected graduation in May 2027. Actively engaged as a Wealth Management Intern at High Knoll Wealth Advisors, gaining practical exposure to financial planning and client portfolio management. Previous internship at Money Concepts involved collaborating with financial advisors on client portfolios, implementing Fintech tools like eMoney and Morningstar, and supporting client onboarding and portfolio rebalancing. Motivated by a passion for using finance as a tool to help others.Currently seeking summer 2026 opportunities in wealth management, financial planning, or investment analysis. Let\'s connect!

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