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Craig Metz

Craig Metz

LPL Financial Advisor

Craig Metz is a LPL Financial Advisor and relationship manager for BOS Investment Services with a focus on Institutional Investment Groups and Retirement Plans. Craig had a 25-year career operating Metz Financial Services, a full service brokerage firm that offered investment and insurance services for individuals and business entities throughout Illinois. Company divisions offered pension management and consulting, life and health insurance platforms and group benefits plan design and administration. While at Metz Financial Services, Craig had primary responsibilities for overall operations as well as relationship manager for the firm’s largest investment clients. In 2007, the Bank of Springfield acquired Metz Financial Services to expand the banks investment and insurance capabilities.

Craig leads a team-based approach to managing client accounts. While Craig spends part of his time overseeing the operations of his team, he is also involved in the daily activities that come along with managing institutional accounts.

Craig earned his B.S. in Biology and Psychology from the University of South Florida. He currently holds his Series 6, Series 7, Series 63, Series 65 licenses.