Matt Gillette in

Matt Gillette

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Financial Consultant at Wells Fargo Advisors
📍 Grand Rapids, Michigan, United States

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.

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Experience
2 Years
Current Role
Financial Consultant
Job Level
Junior
Location
Grand Rapids, Michigan, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Matt cares 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.
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Career

Work history

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

Media appearances

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Education
8-2020 - 5-2024
Bachelor of Arts - BA
Hope College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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