Peter Maller, MBA, CFP®, AEP®, is the Founder of Maller Wealth Advisors, Inc., headquartered in Hunt Valley, MD. Peter has almost 30 years of experience in the financial planning industry and specializes in working with successful business owners, professionals and high net worth individuals throughout the United States. He is Series 6, 7, 63 and 65 registered and Life, Accident and Health insurance licensed. Peter has been named the Lincoln Financial Advisors (LFA) Planner of the Year* for the years 2007, 2009, 2010, 2011, 2012, 2013, 2014,2016, 2017, 2019, 2020, 2021 and 2022. He is also a qualified member of the Million Dollar Round Table (MDRT) and has achieved “Top of the Table” status, ranking him in the top half of 1%in the industry. *Peter has been appointed to the Washington College Board of Visitors and Governors where he serves on the Investment and Endowment Committee. He also serves on the Board of Trustees at the Baltimore Estate Planning Council, the Board of Trustees at Garrison Forest School. 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. A native of Durban, South Africa, Peter moved to Maryland to attend Washington College on a tennis scholarship. A two-time collegiate All-American, he continues to be an active member in the Maryland athletic community. He completed his undergraduate degree at Washington College, graduating magna cum laude and received his Master of Business Administration degree from Florida State University. Peter lives in Baltimore with his wife, Trisha, and their four children.
*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.
**The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Top of the Table is the highest level of membership. Members apply for membership and pay a fee.