Philip Metz

A team approach

Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
J. Brent Beene
CFP®, MS
Managing Partner and Wealth Advisor
Charlotte Caporrino
Charlotte Caporrino
RP®
Client Relationship Specialist
Chadderdon O’Brien
Chadderdon O’Brien
CFP®, FRM
Wealth Advisor
James R. Sonneborn
James R. Sonneborn
CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor

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Philip Metz joined RegentAtlantic in 2015 with 18 years of experience in the financial planning industry. As a Client Service Administrator, Philip works to address the operational needs of our clients through the establishment of accounts, portfolio servicing and procedural maintenance. A graduate of Passaic County Community College, Philip has twice been the recipient of corporate service awards for excellence in the field.

Phillip, an avid fisherman, resides in Phillipsburg and as a lover of dogs, he volunteers at Eleventh Hour Rescue in Randolph.

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