Matt Tully, CIMA<sup>®</sup> You Deserve to Win: Celebrating 15 years!


"Thank you for your insights and knowledge regarding territory management. Not only have you helped me improve my skills, but I also have a solid plan of action for how to make the most of the opportunity before me." - Mutual Fund Wholesaler

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Matt Tully, CIMA®

Matt Tully

Matt brings over 25 years of financial services sales experience to Maximum Impact Partners as our newest Partner. He is responsible for Sales Development Programs. In his career Matt has been a consistent top producer for great sales organizations at MFS, John Hancock Funds and Legg Mason. In his career as a wholesaler, his goal has been to build long term client relationships through honesty and integrity. His personal interests include tennis, golf and standup comedy. Comedy has enabled him to use his fabulous sense of humor to persuade and engage all types of audiences.

At MFS, management saw his strengths early on as a leader, trainer and mentor. Matt quickly distinguished himself by taking on sales territories no one else wanted and turning them into sources of new production while helping him to achieve the status of the leader in sales volume. He was awarded the Heritage Award twice for team contributions; he was consistently in the top 5 in sales for over 10 years and was #1 in the country in 1999.

At John Hancock Matt received numerous top producer awards and recognition for highest increase in year over year sales and highest number of net new producers in 2007.

At Legg Mason Matt doubled sales in less than three years and ranked third in total market share. Also, Matt was #1 in sales for Royce Funds (Legg Mason subsidiary) for calendar years 2012-2014.

A graduate of Indiana University with a B.A. in Economics, Matt holds Series 6, 63 and 65 NASD licenses and holds the CIMA® designation. Matt lives in Fishers, IN with his spouse Kiersten and their three children.

You can contact Matt at