Peter Rohr

Peter Rohr joined Merrill Lynch in 1987. Working with ultra-affluent clients, he helps them achieve their goals and streamline their wealth management services. He is skilled in investment management, estate planning services, corporate executive services and experienced with Merrill's Family Office Services. Peter has held several leadership roles within Merrill and is a frequent commentator in the media. He has been quoted in Bloomberg Magazine, The Wall Street Journal, Financial Times, Forbes, Barron's and Financial Planning Magazine. He served on the board of trustees for the Haverford School, the Finance Board for Episcopal Academy, is a National Certified Financial Planning (CFP)® Board member and on the advisory board for MANNA.