Matthew Hunter, CIMA®
Login to view DISC.As Director of Wealth Management Operations at Gullickson Group, Matthew has over 20 years of experience leading corporate research teams and designing investment portfolios. He holds a CIMA® designation and focuses on creating custom, tax-aware solutions with low-cost investments for high-net-worth clients, drawing on his experience from Transamerica and Waddell & Reed.
Originally from Massachusetts, Matthew now lives in Clearwater, Florida, with his wife Catherine and their dog. In his free time, he is an avid golfer and enjoys working out and spending as much time as possible outdoors.
His core professional philosophy is to enhance client efficiency through strategic asset allocation and tax awareness.
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