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Posted March 14, 2018
Peter Maller named Planner of the Year for ninth time
Award breaks record for number of times one planner has been honored
HUNT VALLEY, Md.—Peter Maller, founder and president of Maller Wealth Advisors, a national wealth management firm based in Hunt Valley, Maryland, was named Planner of the Year* for 2017 by Lincoln Financial Advisors. Maller has received the honor nine times in 11 years, more times than any other financial planner in the 100+ year history of Lincoln Financial Advisors.
Lincoln Financial Advisors, which has a history spanning more than 100 years, awards Planner of the Year annually to the leading financial planners from among thousands affiliated with the organization. Peter Maller is a registered representative of Lincoln Financial Advisors.
“I am very honored and humbled to have once again been named Lincoln Financial’s Planner of the Year,” Maller said. “This award is truly a testament to our whole team and the exceptional customer service we deliver to our clients. Receiving this award a record-breaking nine times speaks to the consistency of our performance. I am normally somewhat embarrassed by these accolades bestowed upon me and my firm, as my sole goal is to have each client feel as though they are the only client on whom we are focused!”
With more than 25 years of experience in the financial services industry, Maller founded Maller Wealth Advisors 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.
Prior to opening Maller Wealth Advisors, he provided wealth management services through Heritage Financial Consultants, where he was a founding partner in 1998 and served as managing partner prior to founding Maller Wealth Advisors. Maller is a member of the Million Dollar Round Table, 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 percent in the industry.
He currently serves on the Board of Trustees at The Baltimore Estate Planning Council, the Board of Trustees at Garrison Forest School, the Washington College President’s Leadership Council, and the Parents’ Council at Miami University of Ohio. His past community involvement includes the Board of Trustees at Baltimore Medical System, the first lead Sponsor of the Baltimore Symphonic Youth Orchestra, and a Leadership Corporate Member of the Maryland Zoo. For 2016 and 2017, Peter has been the presenting sponsor for the Stroup Kids for Kids Epilepsy cause. He also gives of his time to his alma maters. At Washington College, he has served on many different committees and was recognized for his involvement and support by receiving the distinguished Alumni Service Award. At Florida State University, he has served on the MBA Advisory Board.
Maller is a Certified Financial 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 in Tallahassee, Florida, and completed his undergraduate degree at Washington College, graduating Magna Cum Laude.
Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, is a national wealth management firm providing sophisticated 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.
Peter Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp. CRN-1984458-010418
About Lincoln Financial AdvisorsLincoln Financial Advisors Corp. is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates. Through its affiliated companies, Lincoln Financial Group (headquartered in the Philadelphia region) offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp.
Contact: Amy Norcini484-583-1436Amy.Norcini@LFG.com
*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.**To qualify for the Million Dollar Round Table, Top of the Table, members must meet a certain level of premium, commission or income during the year. For details please visit MDRT