Matt Orth,
CEPA
Senior Vice President
Wealth Advisor
Truist Bank
Senior Vice President
Wealth Advisor
Truist Bank
1400 Post Oak Blvd
Suite 650,
Houston, TX 77056-3007
About me
Background
Matt Orth is a Wealth Advisor with Truist Wealth, using his 30-plus years of experience in financial and estate planning, investments, risk management, and strategic credit to understand and solve for his client’s needs, priorities, and preferences. He coordinates a team of Truist specialists with his client’s external team of advisors to achieve a detailed, actionable plan that allows them to track future success and pivot as needs and circumstances change. Matt is also a Certified Exit Planning Advisor® (CEPA®) and works extensively with business owners to help them navigate the buy/sell/transition decisions of owning a business.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Education
BBA – Finance
University of Texas at Austin
1983
Canon Trust School I, II & III
1999
National Trust School
Northwestern University
1996
Personal Interests
Matt is active in his church and community and has sat on many philanthropic boards. He enjoys all sports and has played and/or coached many of them.
Specialties
Financial planning
Banking
Risk management
Estate planning
Philanthropy
Fiduciary
Business management and planning
Locations
Loading location info...
Return to list view
Map
1400 Post Oak Blvd,
Suite 650, Houston, TX 77056-3007
Office hours
Mon–Fri: 9am–5pm CT Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
Recommended Resources
Economic Commentary Fed holding pattern continues in the face of rising inflation and unemployment risks
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Our view on the economy including rationale on jobs report for May 2025.
- May 08, 2025
Article
05/08/2025
Article
Economic Commentary Job growth remained solid in April but still doesn’t reflect tariff troubles
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions for May 2, 2025
- May 05, 2025
Article
05/05/2025
Article
Market Pulse May 5, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market views heading into the week of May 5, 2025 highlight what we're watching and important news ahead
- May 06, 2025
Article
05/05/2025
Article
