Willie Matis

Q: What is Willie Matis email address?

Email Willie Matis at matisw22@gmail.com, wmatis@aol.com and willie.matis@edwardjones.com. This email is the most updated Willie Matis's email found in 2026.

Q: How to contact Willie Matis?

To contact Willie Matis send an email to matisw22@gmail.com, wmatis@aol.com or willie.matis@edwardjones.com. If you want to call Willie Matis try calling on +13179250191 and (317) 714-2213. (updated on February 14, 2025)

Financial Advisor at Edward Jones | Greater Indianapolis

About Willie Matis

Willie Matis is a dedicated and results-driven Financial Advisor at Edward Jones, specializing in helping successful families and business owners achieve their long-term financial goals through a comprehensive, goals-based approach. With a strong foundation in financial planning, Willie leverages his expertise in areas such as retirement planning, education savings, and business retirement plans to craft personalized strategies that align with each client’s unique aspirations. As a Certified Exit Planning Advisor® since 2023, he brings a strategic perspective to business owners seeking to increase enterprise value and plan for a smooth transition, ensuring their legacy endures beyond their tenure.

In his current role, Willie acts as a trusted connector and thought leader, utilizing his skills in marketing communications, social media marketing, and fundraising to build meaningful relationships and educate clients on complex financial concepts. His proficiency with financial calculators and goal-based strategic planning allows him to develop actionable roadmaps that help clients stay on track toward their financial milestones. Willie’s commitment to inclusion and collaboration fosters an environment where clients feel heard and empowered to make informed decisions.

Key projects include designing tailored investment strategies that incorporate individual retirement accounts (IRAs) and education savings plans, as well as facilitating workshops on business succession planning and wealth transfer. His holistic approach emphasizes not only wealth accumulation but also sustainable financial health, ensuring clients are prepared for both anticipated and unforeseen challenges. Through his expertise and dedication, Willie Matis continues to make a lasting impact on his clients’ financial futures, guiding them with clarity, confidence, and purpose.

Willie Matis Work

Financial Advisor at Edward Jones in February 2017 to Present

Financial Advisor Trainee at Edward Jones in October 2016 to February 2017

Communications Marketing Specialist at LIDS Sports Group in July 2015 to October 2016

Willie Matis Education

Wabash College, B.A., November 2026

Willie Matis Skills

Marketing Communications

Fundraising

Writing

About Willie Matis's Current Company

Edward Jones

Discover more about Edward Jones

Frequently Asked Questions about Willie Matis

What is Willie Matis email address?

Email Willie Matis at [email protected], [email protected] and [email protected]. This email is the most updated Willie Matis's email found in 2026.

What is Willie Matis phone number?

Willie Matis phone number is +13179250191 and (317) 714-2213.

How to contact Willie Matis?

To contact Willie Matis send an email to [email protected], [email protected] or [email protected]. If you want to call Willie Matis try calling on +13179250191 and (317) 714-2213. (updated on February 14, 2025)

What company does Willie Matis work for?

Willie Matis works for Edward Jones

What is Willie Matis's role at Edward Jones?

Willie Matis is Financial Advisor

What industry does Willie Matis work in?

Willie Matis works in the Financial Services industry.