Matthew Casella is a Financial Advisor with Truist Investment Services, Inc. specializing in investment management, advisory services and retirement planning. He offers clients more than 14 years of financial services, retirement planning, and investment management experience.
Matt’s focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. Supported by Client Service Associate David Lay, he follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning, 401k plans for corporations, non-profit business investments and planning as well as other critical financial strategies.
Matthew is a native of Richmond and a graduate of Longwood University. In his spare time, Matt enjoys spending time with his family, trips to the Outer Banks and fly fishing. He and his wife, Allison, have 2 children and reside in Kitty Hawk, NC.
Truist Investment Services, Inc. is a full-service broker-dealer that is an integral part of Truist Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to Truist, you will benefit from a long history of management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.
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