Matthew Casella, Private Financial Advisor

SunTrust Investment Services, Inc.

Matthew Casella Photo
Matthew Casella, Private Financial Advisor

SunTrust Investment Services, Inc.

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919 East Main Street,

Richmond, VA 23219

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About

Matthew (Matt) Casella is a Private Financial Advisor with SunTrust Investment Services, Inc. specializing in investment management, advisory services and retirement planning. He offers clients more than 10 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 Administrative 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.

Matt is a native of Richmond and a graduate of Longwood University. In his spare time, he enjoys spending time with his family, trips to the Outer Banks and fly fishing. Matt and his wife, Allison, have 2 children and reside in Chesterfield County.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust 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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