Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Thomas J Metcalfe, CFP

Senior Vice President–Wealth Management

As a Certified Financial Planner® for over 24 years, my focus has been to provide financial planning to clients whereby I help them determine where they are now, what they will need in the future and what needs to be done to help them reach their goals.  Having attained the CFP® designation, I am held to strict standards of competency and fairness.

Investments are an important piece of the planning process, but there is no substitute for experience—I have helped clients weather many difficult markets during my 35 year career, enabling them to reach their various life goals whether it be retirement, education funding, leaving a legacy or navigating a major life event such as marriage, divorce or the loss of a loved one.

When I am not working I enjoy golf, travel and serving on the board of The Chagrin Valley Chamber of Commerce.  I am also formerly a board member of The Metzenbaum Center, serving individuals in Geauga County, Ohio with developmental disabilities.  I reside in Chagrin Falls with my wife Jerry and have two grown children, John and Kate.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • WA

Education

  • B.S., Ohio University
  • M.S., Ohio University
  • M.B.A., Finance, Miami University of Ohio

Credentials

  • CERTIFIED FINANCIAL PLANNER™
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
  • (216) 765-8365

Email Me

Family (financial) ties

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

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Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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