Contact Us Employee

Employee Bonnie R. Metcalfe

Bonnie R. Metcalfe

Wilmington
1 Righter Parkway, Suite 180
Wilmington, DE 19803

PHONE NUMBER: 302-478-4050

Bonnie R. Metcalfe

, CFP®, CTFA

Senior Vice President

Bonnie Metcalfe is a senior trust advisor at CIBC Private Wealth, with more than 20 years of industry experience. In this role, she is responsible for managing all aspects of trust administration and providing centralized day-to-day trust administration support. Bonnie also partners with relationship managers and client service associates to provide support for clients’ trusts. 

Prior to joining the firm in 2021, Bonnie served as a fiduciary advisor at Wilmington Trust, where she worked with ultra-high net worth clients on all aspects of relationship management. Previously, Bonnie held trust relationship positions with Commonwealth Trust Company, Reliance Trust Company and Stifel Trust Company Delaware, N.A. 

Bonnie earned a Master of Business Administration and a Bachelor of Science degree in finance from Wilmington University. Bonnie also holds the CERTIFIED FINANCIAL PLANNER™ (CFP) and Certified Trust and Financial Advisor (CTFA) designations.

Representing CIBC National Trust Company and CIBC Delaware Trust Company.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the US.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights