Wealth Management Division Announces Leadership Transition

First County Advisors

Wealth Management Division
Announces Leadership Transition

STAMFORD, CT, April 15, 2021 – First County Advisors the Wealth Management division of First County Bank, has announced the retirement of its founder and leader, Dave Metzgar, CFP, CFTA.

Metzgar, who served as Senior Vice President/Senior Trust Officer, founded First County Advisors more than 35 years ago to help local people maximize and manage wealth. Under his strong leadership, First County Advisors has grown to become a full-service trusted provider of investment management and estate planning. Metzgar will continue to oversee the transition, until officially retiring at the end of May.

Taking over for Dave as the head of First County Advisors will be Charles B. Carroll Jr, CFP. Carroll joined First County Advisors Senior Management team in December 2020, following a decade as a Director of Sales Partnerships at TD Ameritrade.

Leveraging his extensive background in Financial Planning and leadership, Charlie will be tasked with growing First County Advisors, securing new investment partnerships, and developing services to enhance the client experience.

In addition to the transition in leadership, First County Advisors announced the hiring of Bob Long who will serve as Vice President, Relationship Manager. Long, who joined First County Advisors from J.P. Morgan Chase & Company, has decades of experience in providing thoughtful solutions and exceptional service to high-net-worth clients. He will take over the management of Dave Metzgar’s client relationships.

“First County Bank is so proud of what we’ve achieved under Dave. With Charlie’s experience and Bob Long’s exceptional focus on client service, we’re excited to build on Dave’s success and to grow stronger to help local people prosper,” said Robert Granata, Chairman and Chief Executive of Officer of First County Bank and First County Advisors. 

 

About First County Advisors

First County Advisors, the Wealth Management Division of First County Bank, is grounded in the legacy and institutional security of First County Bank. First County Advisors is dedicated to meeting the growing need for trusted, accessible financial planning and investment management resources in lower Fairfield County and beyond. First County Advisors provides individuals, families, business owners and nonprofit organizations with expert guidance according to their objectives. Together, our experienced Advisors understand how to navigate the financial implications of life’s milestones. To learn more about First County Advisors, please visit www.firstcountyadvisors.com.

 

About First County Bank

First County Bank, headquartered in Stamford, Conn. for 170 years, is an independent mutual community bank with 16 branches in Stamford, Norwalk, Darien, Greenwich, Fairfield, New Canaan and Westport offering deposit products, mortgages, wealth management, business banking services, and a full array of digital banking products including mobile and online banking. First County Bank has more than 220 employees, assets in excess of $1.7 billion and is a winner of the Hearst Connecticut Top WorkPlaces 2020 award. For additional information, please visit www.firstcountybank.com, or follow us @Firstcountybank on Facebook, Instagram, Twitter, and LinkedIn.

NOT FDIC-INSURED. May lose value. No bank guarantee.

Investments in stocks, bonds, mutual funds or other marketable securities are not a deposit or other obligation and are not guaranteed by First County Advisors, the Wealth Management Division of First County Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and are subject to investment risks, including possible loss of the principal invested. This is not an offer or recommendation of particular investment products or services nor is it intended to provide specific financial, legal or tax advice. When First County Bank is acting solely as a custodian of assets, First County Advisors does not provide investment advice, research, or recommendations, or solicit transactions in connection with accommodation trades.

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