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Philip Metz

A team approach

Our people collaborate to deliver highly personalized service to you.

James Madden
Wealth Advisor
J. Brent Beene
Partner, Chairman of the Board of Directors, and Wealth Advisor
James R. Sonneborn
Partner and Wealth Advisor
Chadderdon O’Brien
Partner and Wealth Advisor

Philip Metz

Client Relationship Specialist

Philip Metz joined RegentAtlantic in April of 2015 and has more than 20 years of experience in the financial planning industry. As a Client Relationship Specialist, Philip works to enhance the client experience via account establishment and portfolio servicing, as well as, through the identification and maintenance of procedural, operational and industry requirements. A Passaic County Community College alumnus, he has twice been the recipient of corporate service awards for excellence in the financial industry and spent significant time working in New Jersey, Connecticut and Illinois.

As an avid fly tier, lure designer and fisherman, Philip can often be found exploring the lakes, rivers and streams of the Mid-Atlantic region.

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