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.

Robert L. Smith brings extensive knowledge and significant experience to the Central Pennsylvania Market. Robert has been with the firm for over eight years, where he served as a Business Service Officer in the Greater Chesapeake Market. Over the past four years, Robert has managed the servicing aspects of onboarding four large wealth management teams to the Hunt Valley and Columbia offices in Maryland. Prior to Morgan Stanley, Robert spent seven years at Wells Fargo Advisors where he worked as a Compliance Specialist in the Central Pennsylvania area. Prior to his time at Wells Fargo Advisors, he worked at PNC Bank where he functioned as a Licensed Financial Sales Consultant in the Central Pennsylvania and Philadelphia areas. Robert earned a Bachelor of Science degree in Business Administration from Shippensburg University of Pennsylvania and a Masters in Business Administration degree from The Pennsylvania State University. Robert has two sons, Oliver age 6 and Archer age 4. He enjoys snowboarding, weightlifting and golfing in his spare time. He currently resides in New Freedom, Pennsylvania but will soon be relocating to the Mechanicsburg area later this summer. Robert holds his Series 7, 9, 10, and 66 securities licenses. As well as the Life, Accident and Health insurance license with the state of Pennsylvania.