Matthew Willett

Matthew's Bio

Matt joined Watts Gwilliam in 2024. Matt is a registered investment advisor representative. He works with investors to create personalized financial plans and give honest investment advice.

Prior to joining Watts Gwilliam & Company, Matt worked at WealthPlan Advisors for 3 1/2 years. While there, he managed individual retirement assets, created financial plans, and implemented custom investment strategies. He also provided one on one and group education to numerous participants of company retirement plans including, corporate executives and small business owners. Prior to that he worked at Charles Schwab for 2 years where he serviced accounts for investors and advisors of wealth management firms across the country. He has a passion for financial markets and helping investors achieve their goals.

Matt earned his Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University-Idaho.

Matt and his wife Lucy live in Gilbert, Arizona with their 2 sons. Matt enjoys competitive horseback riding, golfing, puzzles, and board games.

My specialties:

  • Helping my clients invest prudently to reach their life aspirations.
  • Helping my clients organize and consolidate their finances for optimal asset allocation.
  • Helping my clients navigate social security.