Lewis Metzger

Managing Director

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Lewis Metzger

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

Lewis A. Metzger, Managing Director, Wealth Management heads The Metzger Group at Morgan Stanley. Mr. Metzger and his team work with a limited number of individuals and their families providing the finest personalized family wealth management services available including access to our private banking group, asset management, and estate and financial planning strategies. Mr. Metzger holds various titles including Family Wealth Director, Senior Portfolio Management Director and Senior Investment Management Consultant of Morgan Stanley.

In 2018, Mr. Metzger was named to Forbes Magazine’s inaugural list of America’s Best-in-State Wealth Advisors. In 2014 – 2018, he was named one of “America’s Top 1,200 Financial Advisors” in the United States by Barron’s magazine.  In 2009 - 2014, he was named one of “America’s Top 1,000 Financial Advisors” in the United States by Barron’s magazine.  In addition, he was awarded the “FIVE STAR: Wealth Manager” award by Texas Monthly magazine from 2012 - 2018. 

Mr. Metzger received a Masters of Business Administration (MBA) from The University of Alabama.  He also graduated from The University of Alabama with a Bachelor of Science (BS) degree in Commerce & Business Administration.  A proponent of education, he serves on several community boards including The University of Alabama President’s Cabinet. An avid sportsman and conservationist, he holds life memberships with the Houston Safari Club, Safari Club International and the Coastal Conservation Association.  In 2017, he financed and his family participated in the largest relocation of African giraffes ever attempted and successfully completed. He also owns and operates the Wolf Springs Ranch, located in Round Top, Texas. 

Mr. Metzger grew up in Mobile, Alabama.  With the help of his father, he purchased his first NYSE stock at the age of 12.  For the past 40 years, he has lived in Houston, Texas.  He is married to Peggy; they have two grown children.

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Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Municipal Bonds
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts

Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, LA, MA, ME, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1273008


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Client Service Team

Client Service Team

Alexandra Wilson

Senior Registered Associate


713|968-3078
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•17 years of financial services experience
•BS degree from the University of Baltimore
•Personal: Married; Scott, attorney
•Two daughters: Sophia and Chloe

Cindy Maphet


713|968-3070
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•30 years of financial services experience
•Personal: Single
•Daughter: Taryn
•Son-in-law: Robert

Cindy Costlow

Senior Registered Associate


713|968-3002
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•20 years of financial services experience
•Personal: Married; Kyle, manager of publicly traded pipeline
•One son: Hunter

Working With You

Working With You

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Community Involvement

Community Involvement

In August 2017, The Lewis & Peggy Metzger Foundation successfully underwrote and participated in the relocation of 19 Rothschild Giraffes in Uganda’s Murchison Falls National Park.

This three-week conservation effort, in collaboration with the Ivan Carter Wildlife Conservation Alliance, the Giraffe Conservation Foundation (GCF) and the Uganda Wildlife Authority (UWA), entailed transporting the giraffes across the Nile River and releasing them to be monitored and guarded—away from potential threats to their existence.  Veterinarians and biologists from the United States, Namibia, Australia and Uganda, and nearly 50 Uganda Game Scouts were part of this effort to save the increasingly endangered giraffes.

Over the last 30 years, giraffe populations across Africa have declined by an estimated 40%, shrinking from over 155,000 in 1987 to approximately 97,000 today. The Rothschild Giraffe is among the most vulnerable subspecies with an estimated 3,000 remaining in the wild—75% of which are represented at Murchison Falls National Park.

This conservation effort was an indescribably personal and hands-on experience; something so environmentally-conscious, while also breathtakingly beautiful and organic.  Considerably more must be done to protect the giraffe from illegal poaching, habitat destroyers and human intervention.



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Location

Location

  • 1330 Post Oak Blvd
  • Ste 900
  • Houston, TX 77056


    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

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    Ready to start a conversation? Contact Lewis Metzger today.

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