Peter Maller
Peter Maller, founder and president of Maller Wealth Advisors, a full-service financial planning and investment management company, was appointed to Washington College’s board of visitors and governors where he will also serve on the investment and endowment committee.
“Community service has never been more important,” Maller said. “I’m proud to use my financial planning and investment experience in service to such a fine educational institution as Washington College. I look forward to serving on the board and the investment committee.”
With almost 30 years of experience in the financial services industry, Maller founded MWA in January 2014. The wealth management firm provides investment strategies, comprehensive financial planning, risk management services, business succession planning and employee benefits to successful business owners, accomplished professionals and high-net-worth individuals.
Lincoln Financial Advisors named Maller as Planner of the Year[i] every year from 2009 to 2014 and 2016 to 2019. He is a member of the Million Dollar Round Table[ii], an international, independent association of life insurance and financial services professionals, and has achieved “Top of the Table” status, ranking him in the top 1% in the industry.
Maller supports more than 20 different charities and not-for-profit organizations, both nationally and internationally. He serves on the board of trustees at The Baltimore Estate Planning Council, the board of trustees at Garrison Forest School and the Washington College board of visitors and governors.
At Washington College, he has served on the President’s Leadership Council and the Planned Giving Council and received the distinguished Alumni Service Award for his involvement and support. He also has served on the board for Baltimore Medical System, the MBA advisory board for Florida State University and on the Parents’ Council at Miami University of Ohio. Maller has been the presenting sponsor for the Stroup Kids for Kids Epilepsy cause.
Maller is a CERTIFIED FINANCIAL PLANNER™ professional and ACCREDITED ESTATE PLANNER® and holds FINRA series 6, 7, 63 and 65 registrations. He also holds life, accident and health insurance licenses. Maller received his MBA from Florida State University and completed his undergraduate degree at Washington College, graduating magna cum laude.
Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, is a preeminent national investment management and financial planning firm that offers high-income and ultra-high-net-worth individuals and business owners unbiased advice, services and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, MWA helps individuals, families and business owners grow, preserve, protect and transfer their financial legacy. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com.
[i] This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
[ii] The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. http://bit.ly/2eFx0ex