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Advisor: Eric Metzman

Last name: Metzman
First name: Eric
Company: Metzman & Associates
Title: President
Email: emetzman@financialguide.com
Seat: Wealth Mgmt
Position:
Phone: 443.755.8890 x114
Address: 8178 Lark Brown Rd, Suite 201, Elkridge MD 21075
State: MD
Zip code: 21075
Website: www.metzman.com
Alternate Website:
Region: NoMA

Biography:
Eric A. Metzman
Metzman & Associates
8178 Lark Brown Rd., Suite 201
Elkridge, MD  21075
 
Phone: 443 755-8890 x114
Fax: 443 755-8891
email address:  (emetzman@financialguide.com)
 
Director of Retirement, Investment, Estate & Business Insurance Planning
Certified Life Underwriter-CLU, Certified Family Business Specialist-CFBS, Certified LongTermCare Specialist-CLTC
 
Eric is the President of Metzman & Associates, Inc., a financial service practice specializing in helping closely held business owners and professional clients achieve their financial goals while minimizing many of the risks inherent to business ownership. The focus of our practice is a balance between tax advantaged benefit plans, insurance protection and investment advisory services.
 
"We educate our clients when making financial decisions so it feels right to them, if it does not feel right we recommend they not do it."
 
Eric was born in Philadelphia, but has been a Maryland resident for most of his life. He and his wife Helen have two grown children.
 
Education:
University of Maryland, B.A. Economics
American College, CLU, CFBS, CLTC
Life and Health license
 
Experience:
Massachusetts Mutual Life Insurance Company (MassMutual) since 1982
MDRT – Life member of Million Dollar Round Table, since 1982
 
Eric Metzman is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC Member SIPC (www.sipc.com).
Supervisory Office: Executive Plaza IV, Suite 200, 11350 McCormick Rd., Hunt Valley, MD 21031 Tel: 410-785-7654.
Metzman & Associates is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies
 
State Life & Health Licenses: COLORADO, DISTRICT OF COLUMBIA, DELAWARE, FLORIDA, GEORGIA, IOWA, KENTUCKY,  MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, NEW JERSEY, NEW MEXICO, NEW YORK, OHIO, PENNSYLVANIA, TENNESSEE, TEXAS, VIRGINIA
 
Securities Registrations: CALIFORNIA, COLORADO, DELAWARE, DISTRICT OF COLUMBIA, FLORIDA, MARYLAND, MASSACHUSETTS, MISSOURI, NEW JERSEY, NEW YORK, OREGON, PENNSYLVANIA, VIRGINIA, WASHINGTON, WEST VIRGINIA
                                                                                                                                                                                                  CRN201506-172878


Available articles::
Articles coming soon.

BEF EVENTS, SEMINARS AND WEBINARS

 


November 7, 2013
Profiles in Growth:
Closing the Business Value Gap


Edwin Miller, CEO and Founder, 9Lenses
Edwin is a growth and turnaround thought leader whose proven skills in leadership, motivation, and business model assessment have had tremendous results in companies around the world. He founded 9Lenses to help executives find and resolve gaps in any aspect of their business. Recently named a “Top 12 CEO to Watch” by the Washington Business Journal, he is renowned for high-energy presentations that motivate executive audiences toward transforming their organizations. 

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Closing the Business Value Gap
November 7, 2013
7:30 am - 9:30 am
DeVry University
The Becker Room (6th Fl.)
4550 Montgomery Ave.
Bethesda, MD 20814
November 13, 2013
Profiles in Growth:
Closing the Personal Value Gap

 
For the best personal outcome, owners must identify and bridge the gap between corporate value when they first contemplate an exit and value when the actual transaction takes place—not to mention after the sale. The time to dig a well is before you get thirsty, but in the midst of transferring the company’s ownership, personal planning often gets delayed or lost—a dangerous omission. The panel will examine case studies and share the real-world experiences of business owners and their heirs in the post-sale years.


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Closing the Personal Value Gap
November 13, 2013
7:30 am - 9:30 am
Teqcorner Entrepreneur Center
1616 Anderson Rd.
McLean, VA 22102



Upcoming Events
October 24, 2013, 3:30 pm - 5:00 pm
Preferred Advisors Meeting and Happy Hour

November 7, 2013, 7:30 am - 9:30 am
PROFILES IN GROWTH: CLOSING THE BUSINESS VALUE GAP

November 13, 2013, 7:30 am - 9:30 am
PROFILES IN GROWTH: CLOSING THE PERSONAL VALUE GAP
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