Peter Metcalf is the founder and principal senior wealth advisor of Metcalf Capital Wealth Management, known for his exceptional ability to build trust and lasting relationships with his clients. With certifications as a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Peter is highly regarded in the financial industry for his expertise and dedication.
Peter’s journey in finance began at Merrill Lynch, where he quickly distinguished himself with his keen insights and client-focused approach. After gaining invaluable experience, he joined Morgan Stanley, where he spent the next decade providing top-tier financial services, specializing in investment management, retirement planning, and comprehensive financial strategies.
Driven by a passion for personalized financial advising, Peter founded Metcalf Capital Wealth Management. His office is committed to delivering tailored financial solutions, ensuring that each client receives the guidance and support needed to achieve their financial aspirations.
Before his successful career in finance, Peter played four seasons for the University of Maine Black Bears, winning a National Championship in 1999, and losing in his senior captain season vying for the National Championship. Most will remember this as the season in which the late great Coach Shawn Walsh passed. Peter continued on from UMaine to sign with the Boston Bruins. He played eight professional seasons winning another two championships, Kelly Cup. The discipline, strategic thinking, and teamwork he developed on the ice now underpin his approach to financial advising. These qualities have earned him the trust and respect of his clients, which he considers his greatest accomplishment.
Peter’s unique blend of athletic and financial prowess, coupled with his unwavering commitment to his clients’ success, positions him as a trusted advisor and leader in the financial community.