About Us

Lewis A. Metzger, Managing Director, Wealth Management heads The Metzger Group at Morgan Stanley. Mr. Metzger and his team work with a limited number of individuals and their families providing the finest personalized family wealth management services available including access to our private banking group, asset management, and estate and financial planning strategies. Mr. Metzger holds various titles including Family Wealth Director, Senior Portfolio Management Director and Senior Investment Management Consultant of Morgan Stanley.In 2018, Mr. Metzger was named to Forbes Magazine’s inaugural list of America’s Best-in-State Wealth Advisors. In 2014 – 2018, he was named one of “America’s Top 1,200 Financial Advisors” in the United States by Barron’s magazine.  In 2009 - 2014, he was named one of “America’s Top 1,000 Financial Advisors” in the United States by Barron’s magazine.  In addition, he was awarded the “FIVE STAR: Wealth Manager” award by Texas Monthly magazine from 2012 - 2018.  Mr. Metzger received a Masters of Business Administration (MBA) from The University of Alabama.  He also graduated from The University of Alabama with a Bachelor of Science (BS) degree in Commerce & Business Administration.  A proponent of education, he serves on several community boards including The University of Alabama President’s Cabinet. An avid sportsman and conservationist, he holds life memberships with the Houston Safari Club, Safari Club International and the Coastal Conservation Association.  In 2017, he financed and his family participated in the largest relocation of African giraffes ever attempted and successfully completed. He also owns and operates the Wolf Springs Ranch, located in Round Top, Texas.  Mr. Metzger grew up in Mobile, Alabama.  With the help of his father, he purchased his first NYSE stock at the age of 12.  For the past 40 years, he has lived in Houston, Texas.  He is married to Peggy; they have two grown children.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Asset Management2
  • Estate Planning Strategies3
  • Financial Planning4
  • Lending Products
  • Municipal Bonds5
  • Professional Portfolio Management6
  • Qualified Retirement Plans7
  • Retirement Planning8
  • Trust Accounts9
Securities Agent: TX, WY, WV, WI, WA, VT, VA, UT, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MS, MN, MI, ME, MA, LA, KS, IN, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1273008
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

    Community Involvement

    In August 2017, The Lewis & Peggy Metzger Foundation successfully underwrote and participated in the relocation of 19 Rothschild Giraffes in Uganda’s Murchison Falls National Park.

    This three-week conservation effort, in collaboration with the Ivan Carter Wildlife Conservation Alliance, the Giraffe Conservation Foundation (GCF) and the Uganda Wildlife Authority (UWA), entailed transporting the giraffes across the Nile River and releasing them to be monitored and guarded—away from potential threats to their existence.  Veterinarians and biologists from the United States, Namibia, Australia and Uganda, and nearly 50 Uganda Game Scouts were part of this effort to save the increasingly endangered giraffes.

    Over the last 30 years, giraffe populations across Africa have declined by an estimated 40%, shrinking from over 155,000 in 1987 to approximately 97,000 today. The Rothschild Giraffe is among the most vulnerable subspecies with an estimated 3,000 remaining in the wild—75% of which are represented at Murchison Falls National Park.

    This conservation effort was an indescribably personal and hands-on experience; something so environmentally-conscious, while also breathtakingly beautiful and organic.  Considerably more must be done to protect the giraffe from illegal poaching, habitat destroyers and human intervention.

      Client Service Team

      • Alexandra Wilson - Senior Registered Associate
        713|968-3078
        Email Me

        •17 years of financial services experience
        •BS degree from the University of Baltimore
        •Personal: Married; Scott, attorney
        •Two daughters: Sophia and Chloe
      • Cindy Maphet
        713|968-3070
        Email Me

        •30 years of financial services experience
        •Personal: Single
        •Daughter: Taryn
        •Son-in-law: Robert
      • Cindy Costlow - Senior Registered Associate
        713|968-3002
        Email Me

        •20 years of financial services experience
        •Personal: Married; Kyle, manager of publicly traded pipeline
        •One son: Hunter
      • Tammy Bircher - Registered Client Service Associate
        713|968-3002
        Email Me  

      Location

      1330 Post Oak Blvd
      Suite 900
      Houston, TX 77056
      US
      Direct:
      (713) 968-3001(713) 968-3001
      Toll-Free:
      (800) 359-4358(800) 359-4358
      Fax:
      (713) 277-7098(713) 277-7098
      From My Desk

      Lewis Metzger Named to Barron's "Top 1 200 Financial Advisors"


      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
      Art as An Asset
      CRC 2274738 01/19

      Art as An Asset

      Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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      Access Morgan Stanley Online

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      Ready to start a conversation? Contact Lewis Metzger today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      5Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      7Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018