Feb 2024 - Present
AeroLeads people directory · profile
Matt Willett Email & Phone Number
Investment Advisor at Watts Gwilliam & Co.
at
Watts Gwilliam & Co.
1 work email found
@wealthplanadvisor.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor at Watts Gwilliam & Co.
Location
Gilbert, Arizona, United States
Company size
Who is Matt Willett? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matt Willett is listed as Investment Advisor at Watts Gwilliam & Co. at Watts Gwilliam & Co., a company with 7 employees, based in Gilbert, Arizona, United States. AeroLeads shows a work email signal at wealthplanadvisor.com and a matched LinkedIn profile for Matt Willett.
Matt Willett previously worked as Investment Advisor at Watts Gwilliam & Co. and Investment Advisor at Wealthplan Advisors. Matt Willett holds Bachelor’S Degree, Finance from Brigham Young University - Idaho.
Company email context
Email format at Watts Gwilliam & Co.
This section adds company-level context without repeating Matt Willett's masked contact details.
{first_initial}{last}@wealthplanadvisor.com
86% confidence
AeroLeads found 1 current-domain work email signal for Matt Willett. Compare company email patterns before reaching out.
Profile bio
About Matt Willett
Email: matt@wattsgwilliam.comwattsgwilliam.com
Listed skills include Public Speaking, Microsoft Word, Leadership, Microsoft Excel, and 4 others.
Current workplace
Matt Willett's current company
Company context helps verify the profile and gives searchers a useful next step.
Watts Gwilliam & Co.
9 roles
Matt Willett work experience
A career timeline built from the work history available for this profile.
Investment Advisor
-Managed individual retirement assets, created financial plans, and implemented custom investment strategies-Provided one on one and group education to thousands of participants of company retirement plans including, corporate executives and small business owners
Aug 2020 - Feb 2024
Institutional Specialist
Advisor Custody & Trading; Alliance Services-Provided immediate service as a liaison to 40+ clients per day of registered investment advisors-Presented solutions related to trading, securities, retirement, estates, transfers, and tax reporting-Determined client objectives and recommended options to ensure the best client experience-Mitigated risk as an.
Sep 2018 - Aug 2020
Wealth Management Intern
-Developed multiple spreadsheets and user friendly models to analyze portfolio performance by asset class and size-Constructed performance reports with personalized benchmarks-Organized client data and built an effective client service model
Aug 2017 - Dec 2017
Integrated Business Core
-CEO and HR Director of Ohana Hut, a food stand on campus-Generated over $11,000 in sales revenue in 9 weeks-Organized a delivery process, increasing sales over 40%-Implemented specialization and a labor tracking system, cutting labor expenses by 30% daily
Apr 2017 - Jul 2017
Junior Analyst
Byu-Idaho Investment Society
-Assisted in managing the $5 million BYU-Idaho Endowment Fund-Worked on a research team focused on mid cap stocks
Jan 2017 - Apr 2017
Paraplanner (Intern)
Wealthplan Advisors, Inc.
- Supported a team of investment advisors through managing, gathering, and analyzing client data
- Created over 20 retirement plans based on the client’s current investments, assets, and financial goals
- Worked with software programs such as fi360, Morningstar, and MoneyGuidePro to prepare documents for client reviews
Aug 2016 - Dec 2016
Sep 2012 - Dec 2012
May 2008 - Aug 2008
Team & coworkers
Colleagues at Watts Gwilliam & Co.
Other employees you can reach at wattsgwilliam.com. View company contacts for 7 employees →
BC
Ben Cooper
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
LR
Lizzy Rigby
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
JW
Jeff Watts
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
TW
Tyler Watts
Colleague at Watts Gwilliam & Co.Provo, Utah, United States, United States
View →
DW
David Watts
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
JY
Jenny Yuan
Colleague at Watts Gwilliam & Co.Greater Phoenix Area, United States
View →
MV
Mark Vest
Colleague at Watts Gwilliam & Co.Mesa, Arizona, United States, United States
View →
JF
Jeffrey Fryer
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
Ben Cooper
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
LR
Lizzy Rigby
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
JW
Jeff Watts
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
TW
Tyler Watts
Colleague at Watts Gwilliam & Co.Provo, Utah, United States, United States
View →
DW
David Watts
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
JY
Jenny Yuan
Colleague at Watts Gwilliam & Co.Greater Phoenix Area, United States
View →
MV
Mark Vest
Colleague at Watts Gwilliam & Co.Mesa, Arizona, United States, United States
View →
JF
Jeffrey Fryer
Colleague at Watts Gwilliam & Co.Gilbert, Arizona, United States, United States
View →
1 education record
Matt Willett education
FAQ
Frequently asked questions about Matt Willett
Quick answers generated from the profile data available on this page.
What company does Matt Willett work for?
Matt Willett works for Watts Gwilliam & Co..
What is Matt Willett's role at Watts Gwilliam & Co.?
Matt Willett is listed as Investment Advisor at Watts Gwilliam & Co. at Watts Gwilliam & Co..
What is Matt Willett's email address?
AeroLeads has found 1 work email signal at @wealthplanadvisor.com for Matt Willett at Watts Gwilliam & Co..
Where is Matt Willett based?
Matt Willett is based in Gilbert, Arizona, United States while working with Watts Gwilliam & Co..
What companies has Matt Willett worked for?
Matt Willett has worked for Watts Gwilliam & Co., Wealthplan Advisors, Charles Schwab, Merrill Lynch, and Brigham Young University - Idaho.
Who are Matt Willett's colleagues at Watts Gwilliam & Co.?
Matt Willett's colleagues at Watts Gwilliam & Co. include Ben Cooper, Lizzy Rigby, Jeff Watts, Tyler Watts, and David Watts.
How can I contact Matt Willett?
You can use AeroLeads to view verified contact signals for Matt Willett at Watts Gwilliam & Co., including work email, phone, and LinkedIn data when available.
What schools did Matt Willett attend?
Matt Willett holds Bachelor’S Degree, Finance from Brigham Young University - Idaho.
What skills is Matt Willett known for?
Matt Willett is listed with skills including Public Speaking, Microsoft Word, Leadership, Microsoft Excel, Microsoft Office, Paraplanning, Retirement Planning, and Financial Modeling.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Matt Willett you were looking for.
View similar profiles
