My Guiding Principle:
To Serve and Protect
As a former police officer, the saying "To protect and serve" is more than just words to me—it's the foundation of how I operate. I believe in putting your needs first and building a relationship with you based on trust and genuine care. By understanding what truly matters to you, I can help you feel secure and supported on your financial journey.
A foundation
built on transformation
My 24 years in the military taught me a lot about what's important in life. It was a transformative experience that shaped my perspective and instilled in me a deep appreciation for your priorities. Today, I carry that same dedication into my practice, focusing on building meaningful connections with you rather than just transactions. You can be confident that when you reach out for help, I'll be there for you, always keeping your interests at heart.
Robert “Bob” Metz
Wealth Management Advisor
Series 7, Series 66, AAMS™, CRPC™
As a dedicated wealth management advisor, I help individuals and families like yours manage and grow their assets through comprehensive financial planning. My approach is shaped by my 24 years of military service, where I learned the true meaning of being a Servant Leader. This experience transformed my life, teaching me that what truly matters is building relationships and understanding your unique needs, not just completing transactions.
Initially, I envisioned a quiet retirement in South Florida after my time in law enforcement and selling my businesses. But I soon realized that my true fulfillment comes from serving others. Just as I ran towards challenges in the military, I now feel called to navigate the complexities of the stock market for those who may not have the time or expertise to do so themselves.
What truly sets me apart is my deep commitment to understanding you. Having served in the military and law enforcement, I value service above all else and am dedicated to investing my time and energy in helping you achieve your goals. I believe that everyone has a unique story, and I truly listen to understand your needs, wants, and wishes. It's like a wise doctor once told me: "If you actually listen to what your patients are trying to tell you, they will tell you exactly what you need to do to help them." I see myself as a collector of these life stories, and I use that understanding to craft financial strategies that are as unique as you are.
Growing up in the hardworking neighborhoods of Pittsburgh, Pennsylvania, taught me the importance of community, looking out for one another, and the unwavering pride of being a Steelers fan. "If you cut us, we bleed Black and Gold," as the saying goes. Now, residing in the welcoming community of Port St. Lucie, Florida, I appreciate the year-round sunshine. My discipline extends beyond finance – as a martial artist with black belts in three disciplines, my day always begins with training. You could say, with a bit of humor, that "John Wick has nothing on me."
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.