Private Wealth Advisors
Learn more about an advisor's background on
FINRA's BrokerCheck

We provide highly customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Peter A Rohr

Peter A Rohr,

Managing Director

Private Wealth Advisor

William J Leckey

William J Leckey,

Senior Vice President

Wealth Management Advisor

Gary  Baker

Gary Baker,

Private Wealth Relationship Manager

Scott R Rollick

Scott R Rollick

Assistant Vice President

Private Wealth Analyst Investments

Bruce  Spartz

Bruce Spartz,

First Vice President

Private Wealth Analyst Investments

Gustavo A Gutierrez

Gustavo A Gutierrez,

Private Wealth Analyst Investments

Susan B Butler

Susan B Butler,


Private Wealth Relationship Manager

Rita  Mangini

Rita Mangini

Senior Private Wealth Associate

Marie Gabrielle Saunders

Marie Gabrielle Saunders

Private Wealth Associate

Catherine  Koresh

Catherine Koresh

Senior Private Wealth Associate


Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

The Rohr Group

Peter candid 2.jpg
The Rohr Group is a leading wealth management team located in Philadelphia, Pennsylvania. We work with ultra high net worth families, corporate executives, institutions and endowments to provide a wide range of financial services, strategies and guidance. Overseeing more than $3.5 billion in client assets and liabilities as of June 9, 2018 we offer the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Bank of America Merrill Lynch.
Peter A. Rohr has received numerous national accolades:
     * From Forbes: 2018 "Top 250 Wealth Advisors"
     * From Barron's: "Top 100 Financial Advisors in America" from 2010 to 2018 consecutively and #1 in PA for 2018
     * From The Financial Times: "Top 400 Advisors" from 2016 to 2018 consecutively
     * From Registered Rep Magazine: "Top 100 Wirehouse Advisors in America" in 2015 and 2016
     * From Forbes: "Top Wealth Advisors" in 2016 and 2017

*Source: Barron's "America's Top 100 Financial Advisors" list, April 23, 2018. For more information about the selection criteria, go to Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 
*Source: The Financial Times Top 400 Financial Advisers (FT 400) is an independent listing produced by the Financial Times (March, 2018). For more information about the selection criteria, go to
**Source: Forbes "America's Top 250 Wealth Advisors" list, September 2017 and 2018. For more information about the selection criteria, go to Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved. 
*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.


Private Wealth Advisors