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Brian Metzger named President of Business Development at Crown Wealth Strategies

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Brian Metzger named President of Business Development at Crown Wealth Strategies

Award-winning expert and manager to lead national expansion of full-service financial firm

PR Newswire

EL PASO, Texas, Aug. 23, 2018 /PRNewswire-PRWeb/ -- Brian T. Metzger, an award-winning financial services executive and former Partner at New York Life's El Paso General Office, has joined Crown Wealth Strategies as President of Business Development. He assumes this leadership position at the national full-service financial firm at a time when it is embarking on an ambitious growth trajectory to include an expansion of its national reach. This strategy will including opening and training professionals in its new offices to include its new 4,000 square-foot office in its own Crown Wealth Strategies Building, a cutting-edge diversified financial center in El Paso for corporations, physicians, business owners and families.

"Brian brings to Crown Wealth Strategies a singular combination of credentialed financial expertise and proven management experience. He will enable us to scale our unique business model providing world-class wealth strategies and estate planning to our clients on a highly customized basis," said Lizzie Dipp Metzger CFP®, AEP®, Crown Wealth Founder and President.

Crown Wealth offers a nationally-acclaimed array of financial solutions and investment services advancing asset accumulation and risk management strategies.

Brian Metzger's credentials span financial services and management responsibilities. He holds securities FINRA Series 6, 63, 7, 66, and 24 Licenses as well as his Life and Health licenses. Additionally, he has continued his professional education in finance by attaining his Life Underwriter Training Council Fellow (LUTCF) Designation. The Series 24 enables the holder to supervise and manage branch activities at a broker-dealer and covers topics such as corporate securities, real estate investment trusts, trading, customer accounts and regulatory guidelines.

Brian Metzger built his reputation as a leading expert in El Paso as a Partner at New York Life's El Paso General Office where he has been recognized as "Partner of the Year" for the last five consecutive years within the El Paso New York Life General Office. Since joining New York Life as an Agent in late 2008, Brian was quickly recognized for his top performance and accolades in the El Paso General Office.

"He not only excels at the business but also in training professionals and this will be critical in our strategy to serve more clients with our trademark comprehensive, holistic and personalized approach. Additionally, Brian's understanding of business planning issues enables him to guide clients in anticipating and meeting their future planning and investment needs," Lizzie Dipp Metzger said.

Brian Metzger will grow the team at Crown Wealth's new 4,000 square foot national headquarters at 621 North Resler. Located in a premier real estate section in the city, the Crown Wealth Strategies Building totaling 9,300 square feet will also house separate professional resources for independent third-party professionals such as CPAs, Attorneys, Property and Casualty insurance companies and other providers.

Brian has been married to Lizzie Dipp Metzger for 18 years and has three children. He is an avid athlete that loves to compete in biking and running events. Brian is originally from Brighton, IL, but has called El Paso his home for the last 17 years.

Crown Wealth offers access to a comprehensive array of premier planning, asset accumulation and risk management resources to include:

  • Asset protection products from New York Life, the largest mutual life-insurance company in the U.S.** and one of the largest in the world
  • An array of premier insurance, investment and risk management products through NYLIFE Securities LLC and affiliated companies.

Crown Wealth's offices were formerly located at 4907 Crossroads Drive in El Paso, TX. For more information and to learn about becoming a financial professional, please visit the Crown Wealth Strategies website at http://www.crownws.com.

Brian T. Metzger is a Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 303 N. Oregon – Suite 1100, El Paso, TX 79901. 915 534 3200 Crown Wealth Strategies is neither affiliated with or owned by New York Life or its subsidiaries.

**Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/18. For methodology, please see http://fortune.com/fortune500/

SMRU 1772806

 

SOURCE Crown Wealth Strategies

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