Matthew Caras

Matthew T. Caras, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Kellam Group of Truist Investment Services, Inc.

801 Laurel Oak Dr

Naples, FL 34108-2180

About me

Background

Matt Caras is a Financial Advisor, partner in the Kellam Group of Truist Investments Services, Inc., and a CERTIFIED FINANCIAL PLANNER™ professional. With over 25 years of experience, his specialties include fixed income analysis and alternative solutions, mutual fund and annuity research and guidance, and active portfolio management. He has an extensive familiarity of all market cycles, and has dedicated his career to delivering the personalized investment planning services and solutions clients need to navigate all economic environments.

Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Finance
Boston College 1989 1993

Personal Interests

Originally from New York, Matt moved to Naples, FL, in 1994. He and his wife, Lori, have three sons, Max, Brett, and Nate, whom they enjoy spending time with. His other interests include traveling and playing golf and tennis.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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