Experience Makes all the difference

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success. 

 

J Thomas "Tom" Metcalfe, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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216-765-8365

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As a Certified Financial Planner® for over 24 years, my focus has been to provide financial planning to clients whereby I help them determine where they are now, what they will need in the future and what needs to be done to help them reach their goals.  Having attained the CFP® designation, I am held to strict standards of competency and fairness.

Investments are an important piece of the planning process, but there is no substitute for experience—I have helped clients weather many difficult markets during my 35 year career, enabling them to reach their various life goals whether it be retirement, education funding, leaving a legacy or navigating a major life event such as marriage, divorce or the loss of a loved one.

When I am not working I enjoy golf, travel and serving on the board of The Chagrin Valley Chamber of Commerce.  I am also formerly a board member of The Metzenbaum Center, serving individuals in Geauga County, Ohio with developmental disabilities.  I reside in Chagrin Falls with my wife Jerry and have two grown children, John and Kate.


Registered States:
AZ, CA, CO, DC, FL, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, WA

John Metcalfe

Financial Advisor
216-910-1038

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John returned to his hometown in the fall of 2018 to join his father at UBS.  Building on a nearly 12-year career, John held roles at two major financial services firms where he helped financial advisors implement investment and risk management strategies for their clients. His desire to have a greater impact on the lives of individuals and families in reaching their financial goals led him to become a financial advisor.

John graduated from the University of Dayton in 2006 and currently resides on the east side of Cleveland after relocating from Cincinnati, OH.


Registered States:
AZ, CA, CO, DC, FL, IL, IN, MA, MD, MI, NC, NJ, NM, NY, OH, OR, PA, SC, TN, WA

Linda McGann

Senior Client Service Associate
216-765-8131
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Linda McGann serves as a Senior Registered Client Associate and has been in the financial services industry for over 30 years. After graduating from Ohio State University, her career began in 1986 at McDonald & Co. in Pepper Pike, Ohio. She currently holds her Series 7 and Series 66 licenses.  Linda lives in Hudson, Ohio with her husband. Together, they have two children and two grandchildren.


Registered States:
FL, GA, ME, OH