Philip Metz

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Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
J. Brent Beene
Managing Partner and Wealth Advisor
Charlotte Caporrino
Charlotte Caporrino
Client Relationship Specialist
James R. Sonneborn
James R. Sonneborn
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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