Matthew R. Gillen, CFP

Managing Director - Investments

With more than 20 years of experience in the financial services industry, I specialize in comprehensive wealth management and retirement strategy. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to helping individuals and families build confidence in their financial futures through thoughtful planning and disciplined, personalized strategies.

What I enjoy most about my work is getting to know my clients—their stories, goals, and what truly matters to them. I believe that strong relationships are the foundation of meaningful financial guidance, and I strive to make every client feel understood, supported, and well cared for.

Outside of my professional life, I’m deeply involved in my community. I’m an active member of the Chagrin Valley Rotary Club and have had the privilege of serving as a past president.

I live in Aurora, Ohio with my wife, our two daughters, and our Boston Terrier/French Bulldog mix, Barley. When I’m not working with clients, I enjoy spending time with my family, staying active, and getting out on the golf course whenever I can.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Certificates

CFP

Family at dock

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eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
 

*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.