Matt Gillette

Captain
DISC Type : DS

Financial Consultant at Wells Fargo Advisors

Grand Rapids, Michigan, United States

Overview

Matt Gillette is a Financial Consultant at Wells Fargo Advisors, where he supports portfolio planning and development. A Magna Cum Laude graduate from Hope College with a degree in Business and a finance concentration, he holds Series 7 and 66 certifications from FINRA.

He is actively involved in his community as a board member for the Historic Ottawa Beach Society, an organization dedicated to preserving local heritage and culture in Michigan. His engagement extends to participation in local community planning initiatives.

Matt serves on the board of the Historic Ottawa Beach Society, contributing to cultural and environmental stewardship.

Personality Overview

Long-Term Thinker

Planner & Achiever

Consummate Professional

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Financial Consulting
As a Financial Consultant, he assists clients with investment needs, portfolio planning, and is dedicated to client service and relationship-building.
Wealth Management
His career, including a Financial Planning internship and his current role, is focused on helping individuals manage and grow their wealth through strategic guidance.
Historic Preservation
He is a board member of the Historic Ottawa Beach Society, which fosters stewardship of Michigan's Historic Ottawa Beach by preserving its history and stories.

Media Appearances

Matt has no verified media appearances

Work History

3-2025
Financial Consultant at Wells Fargo Advisors
8-2024 - 2-2025
Client Associate at Wells Fargo Advisors
11-2021 - 5-2024
Student Worker at Bookstore at Hope College
7-2023 - 11-2023
Financial Planning Intern at Academy Wealth Management
5-2022 - 9-2022
Bank Teller Intern at Flagstar Bank

Education

8-2020 - 5-2024
Bachelor of Arts - BA from Hope College

More Information

Social Presence :

Prographics :

Exp : 2 Location : Grand Rapids, Michigan, United States Job Level : Junior Designation : Financial Consultant at Wells Fargo Advisors
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Matt

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Matt take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Matt

Personality Compatibility


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