Peter Rohr joined Merrill in 1987. Over the course of his 35-year career Peter has worked closely with ultra-affluent individuals to address their financial goals and streamline their wealth management services. As a graduate of the first Private Wealth Advisor class within the firm, he works exclusively with affluent individuals and is particularly adept in investment management, estate planning strategies and corporate executive services.

Having received a number of national accolades as a financial advisor, Barron’s Magazine recognized him as one of the "Top 100 Financial Advisors in America" from 2010 to 2023 consecutively (Published annually Mar – April. Rankings based on data as of December 31 of prior year). It also named him one of the "Top 1,200 Financial Advisors in America" from 2009 to 2024 consecutively (Published annually in February-March. Rankings based on data as of September 30 of prior year). Forbes named him one of "Best-in-State Wealth Advisors" from 2019 to 2024 consecutively ranking #1 in PA in 2023 and 2024 (Published annually Jan – April. Rankings based on data as of June 30 of prior year), "America's Top Wealth Advisors" from 2016 to 2024 consecutively, ranking #44 in 2024 (2024 published in April. Rankings based on data as of June of 2023. Years pre-dating 2023, published annually Aug – Oct. Rankings based on data as of March – June of current year) and "America's Top Wealth Management Teams Private Wealth" from 2022 to 2023 (Published annually in November. Rankings based on date as of March 31st of the same year). In 2023 and 2024, Peter was name to the Forbes Best-In-State Wealth Management Teams ranking #1 in PA (Published annually in January. Rankings based on data as of March 31 of prior year.). 

Peter holds a number of financial designations including the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst (CIMA®) designation, the Certified Private Wealth Advisor (CPWA) designation, the Chartered Retirement Planning Counselor, CRPC designation and the Chartered Sustainable, Responsible and Impact investing Counselor, CSRIC designation. Peter is also a Global Institutional Consultant, one of only roughly 110 advisors firm wide who are designated to deliver a range of investment consulting services to institutional clients.

In addition, he has held a number of leadership roles within Merrill and is a frequent commentator on wealth management issues for the media and has been quoted in Bloomberg Magazine, The Wall Street Journal, Financial Times, Barron's, Forbes and Financial Planning Magazine.

Peter is an active supporter of Children’s Hospital of Philadelphia and a volunteer for the Worlds Affair Council Financial Literacy Program, and a sponsor for “Barron’s for Education” at Lincoln University. He served on the board of trustees for the Haverford School and the Finance Board for Episcopal Academy. He is a National Certified Financial Planning Board member and on the advisory board for MANNA. In his free time he enjoys playing squash, competing in triathlons and coaching his children’s lacrosse teams. He and his family live in Malvern, Pennsylvania.

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*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

*Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”). Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.

*Barron’s “Top 100 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents and community involvement of advisor-provided data. Rankings do not reflect any one client’s experience, future performance or outcome, endorse any advisor. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors

*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “America’s Top Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

Bill Leckey joined Merrill in 1998 and was selected to the firm’s elite Private Client Development Program. As a Merrill Lynch Wealth Management Advisor, Bill has developed long term financial advisory relationships that are customized to the goals of each and every client. It is his process to promote a systematic approach to investing consistent with each client's investment goals and risk/reward tolerance. Through Merrill, Bill is able to provide a wide array of financial and investment services including financial strategy, retirement planning, estate planning services, college planning and investment portfolio management.

In 2003, Bill earned the Chartered Retirement Planning Counselor designation from The College for Financial Planning Institutes Corp. Bill holds a BSBA in Accounting from Bucknell University and currently resides in Berwyn, Pennsylvania with his wife Alexis. Bill's father Bill Sr. retired from Merrill in 2009 after nearly 40 years of service with the company.

As a member of the Rohr Group, Matt focuses on pre-and post-transaction advice, estate planning services, family legacy planning, philanthropic planning and access to structured credit through Bank of America. Matt is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Matt is a graduate of Georgetown University and holds a number of professional designations including CERTIFIED FINANCIAL PLANNER™, CFP® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Chartered SRI Counselor™, CSRIC designation. Matt focuses on providing a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments for a variety of clients. Certified Plan Fiduciary Advisor® designation. Matt offers access to fiduciary services with regards to the management of qualified retirement plans.

Matt is proud to be Named to Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2023 (Published on August 8, 2023. Rankings based on data as of March 31, 2023.*)

Matt has also been recognized by Barron's Magazine as one of the "Top 100 Private Wealth Management Teams" as a member of the Rohr Group team. Published on April 14, 2023. Rankings based on data as of December 31, 2022.*

Matt and his family reside in Fort Washington, PA.

<sub>*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

**Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 8, 2023. Rankings based on data as of March 31, 2023.

2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and firm-generated revenue (investment performance is not a criterion). SHOOKS’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published on April 14, 2023. Rankings based on data as of December 31, 2022.

The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years of financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.”</sub>