Matthew Willett's Location
Gilbert, AZ, US
Matthew Willett's Work
- Investment Advisor @ Watts Gwilliam & Co.
- Investment Advisor @ WealthPlan Advisors
- Institutional Specialist @ Charles Schwab
- Wealth Management Intern @ Merrill Lynch
- Integrated Business Core @ Brigham Young University - Idaho
- Junior Analyst @ BYU-Idaho Investment Society
- Paraplanner (Intern) @ WealthPlan Advisors
- Groomer @ Stachowski Farm Inc
- Office Assistant @ Utaz Development Corp
Matthew Willett's Education
- Brigham Young University - Idaho
Bachelor’s Degree (Finance)
2013 - 2018
Matthew Willett's Skills
- Public Speaking
- Microsoft Word
- Leadership
- Microsoft Excel
- Microsoft Office
- Paraplanning
- Retirement Planning
- Financial Modeling
Matthew Willett's Summary
Matthew Willett, based in Gilbert, AZ, US, is currently a Investment Advisor at Watts Gwilliam & Co., bringing experience from previous roles at WealthPlan Advisors, Charles Schwab, Merrill Lynch and Brigham Young University - Idaho. Matthew Willett holds a 2013 - 2018 Bachelor’s Degree in Finance @ Brigham Young University - Idaho. With a robust skill set that includes Public Speaking, Microsoft Word, Leadership, Microsoft Excel, Microsoft Office and more, Matthew Willett contributes valuable insights to the industry.
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