Peter Rohr
Peter Rohr is a Managing Director and Private Wealth Advisor of the The Rohr Group at Merrill Lynch Private Wealth Management. Since joining Merrill Lynch in 1987, he has worked with ultra-affluent individuals to address their financial goals and streamline their wealth management services. Rohr has over 35 years of experience in the financial services industry and is skilled in investment management, estate planning services, corporate executive services and family office services. He has held several leadership roles within Merrill Lynch and is a frequent commentator on wealth management issues for the media. He is also a Global Institutional Consultant, one of only 110 advisors firm wide who are designated to deliver a range of investment consulting services to institutional clients. Throughout his career, he has received a number of national accolades as a financial advisor.
Peter Rohr Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
Academic History
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Bachelors Degree
CAREER IN PRIVATE WEALTH MANAGEMENT
Rohr was one of the first wealth advisors to develop and implement a comprehensive wealth management process for high-net-worth individuals and families.
Rohr has led his team to achieve top rankings in industry surveys. In 2022, Rohr and his team were ranked as one of the top wealth management teams in the United States by Barron's magazine.
He is the lead portfolio manager of the MLIM Global Multi-Asset Income Fund, which has become one of the largest multi-asset income Funds in the world.
He launched the MLIM Global Dividend Select Fund, a concentrated portfolio of high-conviction global Dividend-paying stocks.
HONORS & RECOGNITION
2010-2023 Barron's Top 100 Financial Advisors in America
2009-2023 Barron's Top 1,200 Financial Advisors in America
2016-2023 Forbes Top Wealth Advisors
2019-2023 Forbes Best-In-State Wealth Advisors
2016-2020 Financial Times Top 400 Advisors
2022 FPA Financial Planner of the Year
2021 IMCA Investment Consultant of the Year
2020 Wealthmanagement.com Top 50 Wealth Managers
FINANCIAL DESIGNATIONS
CFP®, Certified Financial Planner Board of Standards, Inc.
Certified Investment Management Analyst® (CIMA®)
Certified Private Wealth Advisor® (CPWA®)
Chartered Retirement Planning Counselor® (CRPC®)
Chartered Sustainable, Responsible and Impact investing Counselor (CSRIC®)
PHILANTHROPY
He is an active supporter of Children’s Hospital of Philadelphia.
He 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.
MEDIA
He has been quoted in Bloomberg, The Wall Street Journal, Financial Times, Forbes, Barron's and Financial Planning magazine.