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Scott Metzger

Scott Metzger

Managing Director - Wealth Advisor, PIM Portfolio Manager, Partner

239.479.7908 scott.metzger@wfafinet.com

Scott seeks to create portfolios with low volatility, emphasizing capital preservation while maintaining an income stream designed to meet his clients' lifestyle goals. He believes in a holistic approach to investment planning that incorporates estate planning strategies, tax-efficient strategies and liability management.

He began his career in the financial services industry in 1981 with Bank of America, where he worked on mergers and acquisitions. In 1992, he joined Prudential Securities, a predecessor firm of Wells Fargo Advisors. Scott was promoted to Senior Vice President--Investment Officer in 2005, when he was also named to the Platinum Council by Wells Fargo Advisors1. He is a co-founder of the Wolf, Metzger & Maurillo Wealth Management Group and was named Barron's Top 1,200 State by State Advisors2 in 2015. Additionally, he received the Certified Estate & Trust Specialist designation in 2007.

Scott earned his banking degree from the University of Florida in 1986 and has lived in the Fort Myers area since 1980, where he is very involved in local community and charitable activities, including the Bishop Verot Catholic High School board, the board of directors of the Cure Tay-Sachs Foundation. He is also a passionate supporter of Golisano Children's Hospital of Southwest Florida, New Horizons, Captains for Clean Water and Special Equestrians. Scott lives in Fort Myers with his wife of 35 years, Diana, and all three of his daughters have married their Bishop Verot high school sweethearts. He enjoys sports, golf, traveling, physical fitness, and spending time with his three grandchildren, Brady, Kendall and Harrison.


1. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

2. 2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). Fee paid for use of logo. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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