Broker Check
Gregory R. Metcalf, AIF®, CWS®, RFC®

Gregory R. Metcalf, AIF®, CWS®, RFC®

Owner and Registered Securities Principal

Greg is the Owner, Founding Partner, and Registered Securities Principal at Cardinal Wealth Management. With over 32 years of experience in the Investment and Insurance Industry, Greg has helped many individuals, families, and small businesses with their financial needs and goals. His focus is guiding clients through all phases and transitions in their financial lives. 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, 24, 63, 65 Securities Registrations and Life Insurance licenses. Greg enjoys sports, including playing tennis, traveling, and spending time with his wife Beth and their 3 daughters, Molly and her husband Patrick, Maddy and her fiance Andrew, and Maya.