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The Metz Wealth Management Group at Morgan Stanley


Financial Services

About Us

Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families and institutions in Pennsylvania. With a full suite of services, we look to deliver the resources that can best accomplish each client's unique goals.

Rep/Contact Info

David K. Metz, CFA, CFP
SVP Financial Advisor, Senior Portfolio Mgt Director
Lexi Walker
Client Service Associate
Debbra R. Yost
Senior Registered Associate

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