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Our financial advice team


David Metz, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

David Metz

Financial Advisor

Servitium Wealth Management
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 4 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments

Education

  • Bachelor of Arts, Whitworth University, Spokane, WA

Awards & recognition

  • Five Star Wealth Manager, Washington state, 2012-2015, 2017-2019, 2021-2023
  • Servitium Wealth Management, Ameriprise Client Experience Award, 2021-2022

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Community participation

Children's Hospital

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