Matthew
Willett
Watts Gwilliam & Company, LLC
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About this Advisor
Matthew Willett is a financial advisor based in Gilbert, Arizona, working with Watts Gwilliam & Company, LLC. Matthew has previously held positions at Wealthplan Advisors, Bank Of America Merrill Lynch, Brigham Young University Idaho, Charles Schwab & Co., Inc, Global Retirement Partners, LLC, and Watts Gwilliam & Company, LLC. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Matthew is part of Watts Gwilliam & Company, LLC, which operates out of Gilbert, Arizona. The firm has 10 employees and manages assets totaling $604.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Watts Gwilliam & Company, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Watts Gwilliam & Company, LLC Brokerage Details
$604,567,642
10
988
$611,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Matthew Willett Work History
Watts Gwilliam & Company, LLC
Global Retirement Partners, LLC
Wealthplan Advisors
Wealthplan Advisors
Charles Schwab & Co., Inc
Bank Of America Merrill Lynch
Wealthplan Advisors
Brigham Young University Idaho
Disclosures
Please visit the SEC profile of Matthew Willett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Watts Gwilliam & Company, LLC
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
Gilbert, AZ
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