Matthew Hunter, CIMA®

Researcher
DISC Type : Cs

Director of Wealth Management at Gullickson Group

Greater Tampa Bay Area, United States

Overview

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.

Personality Overview

Cost Conscious

Soft Communicator

Detail Oriented

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Portfolio Design
His primary focus is on designing custom portfolios for high-net-worth clients, emphasizing asset allocation and quality, low-cost investments.
Investment Research
He has extensive experience analyzing, developing, and monitoring investment portfolios, including leading corporate research teams at previous firms.
Tax-Aware Investing
His official biography highlights a core philosophy of helping clients become more efficient through investment strategies that are mindful of tax implications.

Media Appearances

Matthew has no verified media appearances

Work History

11-2025
Director of Wealth Management at Gullickson Group
8-2019 - 11-2025
Portfolio Consultant at Legacy Wealth Partners
4-2019 - 7-2019
Portfolio Analyst/Associate Portfolio Manager at HARWOOD FINANCIAL GROUP
1-2016 - 10-2018
Assistant Vice President, Investment Research/Business Development at Waddell & Reed
12-2013 - 1-2016
Director, Investment Research at Transamerica Financial Advisors, Inc.

Education

BSBA from Western New England University
Education details unavailable from Heriot-Watt University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Tampa Bay Area, United States Job Level : Mid-senior Designation : Director of Wealth Management at Gullickson Group
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Matthew

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Matthew take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Matthew

Personality Compatibility


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