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Business Experience

  • Wells Fargo Advisors December 2005 - March 2017 Bonita Springs, Florida
  • HarrisDirect July 2003 - December 2005 Naples, Florida
  • UBS Financial Services November 1994 - July 2003

Investment Philosophy

Matt's mission is to provide comprehensive financial advice and portfolio management, individually designed for each client and their family, delivered with the highest level of professional service and integrity.

Licenses and Registrations

Series 7
Series 63
Series 65
Series 4
Series 24

Professional Designations



Boston College School of Management, bachelor’s degree in finance, 1993


Originally from New York, Matt has lived in Naples, Florida since 1994. He and his wife Lori are very active with their three sons, Max, Brett and Nathan.

Client Service Associates

Erica M Solas
Registered Client Service Associate
239-249-5138 office | 239-513-1029 fax

Irene Taliseskey
Registered Client Service Associate
239-325-6438 office | 239-513-1029 fax

Matt Caras, CFP®

Senior Vice President
Financial Advisor


Naples, FL

5551 Ridgewood Dr., STE 101
Naples, FL 34108
P: (239) 325-6450

Publications of Interest