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Greene, Metcalfe Return To Forbes Best-In-State List For 2021
After debuting on the list in 2019, Reston-based financial advisors are again among Virginia's best in 2021
Reston-based financial advisors Andrew T. Greene, CPWA®, CFP®, and Jonathan H. Metcalfe, CIMA®, were selected to Forbes Magazine's Best-In-State Wealth Advisors list for 2021.
Both Greene and Metcalfe debuted on the Forbes list in 2019.
The recognition is granted on the basis of assets under management, revenue produced, industry experience, regulatory compliance, and in-person interviews.
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The complete Forbes Best-In-State list for 2021 is published at https://www.forbes.com/best-in-state-wealth-advisors.
Greene, a certified private wealth advisor, has been with Bank of America Merrill since 1992. Volunteerism is a significant part of his business, as he is a former board member of the Spinal Research Foundation and ex-Chairman of the advisory council to the Lt. Joseph P. Kennedy Institute for the Developmentally Disabled.
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Metcalfe is a certified investment management analyst who's been with Bank of America Merrill since 1996. With a bachelor's degree in mechanical engineering from Texas A&M University, he utilizes quantitative analysis to adapt wealth management strategies in changing market conditions.
More information about Greene, Metcalfe, Bizic, and Associates is available at https://fa.ml.com/virginia/reston/greene_metcalfe_bizic and by calling 703-464-8839.