Broker Check
 

Gregory R. Metcalf
RFP®, RFC®, CWS®, AIF®


Richard J. Desman
CFP®, CLU®, ChFC®


Sue Pevac

 
626 North 4th Street
Steubenville, Ohio 43952

740.314.8342
Fax: 740.275.4276
gmetcalf@1stallied.com
 

Greg Metcalf, RFP®,RFC®, CWS®, AIF®

Greg Metcalf, RFP®,RFC®, CWS®, AIF®

Partner, Financial Planner

Gregory R. Metcalf,  RFP®, RFC®, CWS®, AIF® is a Partner and Wealth Manager at Cardinal Wealth Management, LLC. A Fiduciary with over 22 years experience in the Investment and Insurance Industry, Greg has helped many individuals, families and small businesses with their financial needs and goals. He is a 1986 graduate of Catholic Central High School in Steubenville, a 1990 graduate of Ohio University with B.B.A. in Finance, and holds the Series, 6, 7, 65, and Life Insurance licenses. In 2014 Greg obtained one of the industry’s newest certifications, the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. In 2015, he attained the Accredited Investment Fiduciary Designation (AIF®) from the Center for Fiduciary Studies. This designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Greg is very active in his community, and served as 3rd ward councilman for the City of Steubenville for 16 years. He is a member of the Masonic Lodge #691 and the Valley of Steubenville Ancient Accepted Scottish Rite. He has also served as a volunteer girl’s softball coach for many years, taught financial education courses to Junior High students for over 8 years, and enjoys playing tennis in his free time. Greg is a member of the Financial Planning Association, the Financial Services Institute, and the Jefferson County Chamber of Commerce. He received the distinguished Valley Service Award from the Valley of Steubenville Ancient Accepted Scottish Rite in 2011, as well as being conferred a 33° Scottish Rite Mason by the Supreme Council of the Northern Masonic Jurisdiction in 2017, and the Outstanding Alumni Award from Catholic Central High School in 2009. Greg and his wife Beth are proud parents of three daughters, Molly, Madeline, and Maya.