Working Together to Help You Reach Your Goals
At First County Bank, we gauge our success by the value of our greatest asset – our people. From the individuals and businesses who have entrusted us with their financial goals to our dedicated employees who work so hard to serve them, our local people have been the key to our long-term success and longevity.
In the coming weeks, we’ll introduce you to members of First County Advisors, our knowledgeable wealth management team. They will tell you about themselves and share helpful tips and answers to the frequently asked questions they encounter in their professional lives.
Meet David Metzgar
We begin this week with David Metzgar, senior vice president, senior trust officer. In nearly 30 years with First County Bank, David has helped guide customers in the areas of investment management, retirement services and trusts.
Tell us a little bit about yourself.
Upon graduating University of Connecticut with degrees in Accounting and Finance (class of ’81), I was hired by the investment firm Bache, Halsey, Stewart, Shields (now Prudential Bache). I attended the account executive training program and was assigned to the firm Sam Skurnick and Company. Mr. Skurnick had an investment management business and I handled his trading for five years.
In 1985, I was hired by First County Bank (then called the Stamford Savings Bank) to manage the retirement services department, SBLI (life insurance and annuities) and to create an investment services department, which was formed by 1987.
In 1995 the Bank first formed its trust & investment services department – the same entity we now brand as First County Advisors. The department has grown from 2 people and $0 assets under management to today’s staff of 8 and $300 million in assets.
I have attended the National Graduate Trust School at Northwestern University, earning the Certified Trust and Financial Analyst designation. I also graduated from the Fairfield University Center for Financial Studies, earning the Certified Financial Planner title.
What is the favorite part of your job?
Working with people and listening to their goals and concerns and devising strategies to help meet those goals.
What are your clients most concerned about today?
Clients today are most concerned about their parents growing old and taking care of them as well as preparing for their own retirement. With interest rates so low, clients are also interested in having their investments earn a good return while avoiding excessive risk.
What are some things your clients don’t know about you?
I am a golf nut. Yes, I like to play golf but I also collect many golf related things. I like to collect old clubs, particularly hickory shafted clubs, some of which are well over 100 years old. I also collect putters, ball markers, divot tools, and scorecards. My bookcase if full of golf books and I also have a growing collection of golf “art,” which my wife relegates to a separate room out of view.
Anything else you’d like to say to get people to know you?
I have been working for First County Bank now for close to three decades and the opportunity to work at a bank so involved with the community has allowed me to volunteer for various nonprofit organizations, which has been a very rewarding experience. First County Bank’s Foundation has had a big impact on helping people in the communities we work, and the Bank also supports its employees 100% in their volunteering activities.
David M. Metzgar
CFP, CTFA, Senior Vice President, Senior Trust Officer