Matthew Casella

Matthew W. Casella
Financial Advisor

150 W Main St

Norfolk, VA 23510-1609

About me

Background

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. 
Check the background of this investment professional on FINRA's BrokerCheck , opens in new tab

Personal Interests

Locations

Loading location info...
Return to list view
Map

150 W Main St,

Norfolk, VA 23510-1609

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

{0} {1}

Recommended Resources

Economic Data Tracker May inflation data benign but doesn’t fully reflect tariffs

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of June 13, 2025.
- Jun 17, 2025
Article
06/13/2025
Economic Data Tracker – Week 24

Special Commentary House Views

Growth upgraded to attractive; International developed markets raised to neutral

House Views - Growth upgraded to attractive; International developed markets raised to neutral
- Jun 13, 2025
Article
06/12/2025
Article

Market Pulse June 9, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of June 9, 2025 highlight what we're watching and important news ahead
- Jun 11, 2025
Article
06/09/2025
Article
{0}
{6}
{7}
{8}
{9}
{12}
{10}
{11}

{3}

{1}
{2}
{7}
{8}
{9}
{10}
{11}
{14}
{12}
{13}