Peter Rohr, CFP® is a managing director of Merrill’s private wealth advisor group, The Rohr Group. Throughout his 30-year career, he has worked closely with ultra-affluent individuals to address their financial goals and streamline their wealth management services.
Peter is particularly adept in investment management, estate planning strategies and corporate executive services. He is a frequent commentator on wealth management issues for the media and has been quoted in Bloomberg Magazine, The Wall Street Journal, Financial Times and Financial Planning Magazine.
Peter is an active supporter of Children’s Hospital of Philadelphia and served on the board of trustees for the Haverford School. Peter also serves on the advisory board for MANNA and is a volunteer for the Worlds Affair Council financial literacy program. He is a sponsor for “Barron’s for Education” at Lincoln University, the nation’s first degree-granting historically black college and university.
In his free time, he enjoys playing hockey, squash and competing in triathlons. He and his family live in Malvern, Pennsylvania.
Peter earned a Bachelor of Arts degree from West Chester University. He earned his CFP® certification in 2004.
This person is not in the org chart
This person is not in any teams