Carlisle Branch Office

David has a passion for financial markets that is only exceeded by his passion for helping people achieve their financial aspirations. He began his career at a Morgan Stanley predecessor firm while still in college and joined the firm full-time after graduation. 25 years later, he founded The Metz Wealth Management Group, a team of financial professionals that provides clients with comprehensive financial planning and discretionary investment management.

Early in his career, David realized that the complexity of today’s financial environment demands a commitment to ongoing vigilance and education. He pursued two industry designations that are among the most challenging to attain in the financial services industry. As a Chartered Financial Analyst (CFA^®), David was able to develop a proprietary methodology for managing client assets. He screens numerous companies for business strength, management acumen and stock valuation to determine which should be considered candidates for client portfolios. As a CERTIFIED FINANCIAL PLANNER™ (CFP^®), he goes beyond investing to develop plans that encompass such diverse disciplines as lending solutions, insurance, and estate planning strategies – in short, virtually every aspect of his clients’ financial lives. In addition, David is one of about 5% of Morgan Stanley Financial Advisors (as of Dec. 2024) to have earned the firm’s Family Wealth Director designation, a credential that allows him to provide further insight to high-net-worth clients seeking to transfer wealth to the next generation.

A native Pennsylvanian, David graduated from Dickinson College as a double major in Economics and Policy & Management Studies. He has always been an active member of his community, volunteering with numerous non-profit organizations. Currently, he serves as Board Chair at The Carlisle Arts Learning Center and sits on the boards of the YMCA and Todd Baird Lindsey Devlin Foundation. When not volunteering, monitoring markets and advising clients, David spends as much time as he can with his wife Jennifer and their two children, Katie and Owen.

Jordan graduated from Penn State in 2018 with a degree in marketing/management and then went on to obtain his 6/63/life accident and health licenses with Prudential while he learned more about the insurance and annuity side of the industry. From there he had an opportunity to obtain his 7/66 with Merrill in 2019 where he then learned more about the retail side of trading, and dealt with higher net worth clients placing complicated options and margin trades. After excelling in this role, Jordan took a position in management at Merrill to manage/train the new hires for all of the Merrill Edge sites and also obtained his 9/10 licenses.

In his spare time, Jordan enjoys being very active and playing basketball and golf with his friends and going to the gym. Jordan was born and raised in York county and currently resides in Loganville, Pennsylvania with his fiancée and 6 year-old dog Rae. Jordan is also a lead guitarist in a cover band that plays a variety of rock genres. He is also a huge football fan and can be seen rooting for Penn State football on Saturdays, and for the Baltimore Ravens on Sundays.