As an Edward Jones branch team, every strategy we offer and every solution we recommend is based on what's most important to you. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I became a financial advisor with Edward Jones in order to serve individuals and families in a deep and meaningful way. Our financial health determines so much of our life's trajectory, and it is my mission to help my clients organize, plan, protect and transfer their wealth.
Preparing for retirement is like a cross-country journey. While it may seem like a long distance to cover, it starts with the first step of determining where you are today and where you want to be. Only then can you develop a strategy designed to help you achieve your long-term goals. I can help.
Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
I began my Edward Jones career as a financial advisor in 1999 and opened the firm's second office in my hometown of Wapakoneta. I became a limited partner in 2003, became a regional leader in 2013 and was named a principal with the firm in 2016.
My wife, Jaime, and I have been married for 23 years and have two children, Abby and Nathan. We have lived in the Wapakoneta area all our lives.
Active in the community, I am a member of Wapakoneta Service Club, and serve on The Ohio State Fisher College of Business Alumni Board, Wapakoneta Area Community Foundation Board and Wapakoneta Community Scholarship Fund Board.
My senior branch office administrators, Jeanne and Cindy, have 39 years of combined experience and are dedicated to providing you with the highest level of service possible. Don't hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options and allow me to share with you our value proposition, integration process and philosophy.
Connect with me on LinkedIn and Facebook.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Portfolio Reviews
Phone NumberChad F Metzger at (419) 738-4849
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