Peter D. Maller, MBA, CFP®, AEP®
Founder and President
Peter Maller, MBA, CFP®, AEP® is the Founder and President of Maller Wealth Advisors, Inc. headquartered in Hunt Valley, MD. Peter has over twenty-five 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 was named the Lincoln Financial Network (LFN) Planner of the Year1 every year from 2009 to 2014, 2016, and 2017. He was recognized in the August 2011 issue of Registered Rep magazine as one of America’s Top 100 Independent B/D Advisors (#18)2. He has been named among Barron’s Top 1200 Advisors3, Forbes Best-In-State Wealth Advisors4, and The Daily Record’s 2016 and 2017 “Most Admired CEOs.”5
His firm, Maller Wealth Advisors, was named as a 2015 and 2016 winner of em>Inc. Magazine’s Top 5000 list of Fastest-Growing Private Companies in America.6 Peter is also a qualified member of the prestigious Million Dollar Round Table and has achieved Top of the Table Status, ranking him in the top half of the top 1 percent of advisors in the industry.7
He completed his undergraduate degree at Washington College, graduating magna cum laude, and received his Master of Business Administration degree from Florida State University. A two-time collegiate tennis All-American, Peter continues to be an active member in the Maryland athletic community.
He is a CERTIFIED FINANCIAL PLANNER™ Professional having earned his designation through the College for Financial Planning and is certified as an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils. He is FINRA Series 6, 7, 63 and 65 registered and Life, Accident and Health insurance licensed.
Peter is a true leader in giving back and supports more than twenty different charities and not-for-profit organizations, both nationally and internationally. His community involvement includes serving 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.
In 2016, 2017, and 2018 Peter was the presenting sponsor for the Stroup Kids for Kids Epilepsy cause. He also gives his time to his alma matters. At Washington College, he has served on many different committees and received the distinguished Alumni Service Award in recognition of his involvement and support. He has served on the MBA Advisory Board for Florida State University.
Hole in One – Maryland Golf & Country Club – Par 3, 175 yards, 6 iron
Jumped highest bungee jump in the world – 709 feet – Bloukrans Bridge Bungee
Ran a sub 3-hour marathon – Chicago 2:52:15
Inducted into the Washington College Athletic Hall Of Fame for tennis in 2007
Coached the Florida State Men’s Tennis Team from 1990-1992
On a Personal Note
Peter lives in Baltimore with his wife Trisha and their four children.
Peter Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and Investment advisory services offered through Lincoln Financial Advisors Corp., a Broker Dealer and a Registered Investment Advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Services Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Maller Wealth Advisors, Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-2057589-031418
1This 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.
2Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he must be the founder or leader of that team. Nominations are solicited without payment requirements. http://www.wealthmanagement.com/practice-management/america-s-top-100-independent-advisors
3Barron’s based the rankings on factors including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For details please visit http://bit.ly/2tTieeL
4Forbes Best-In-State Wealth Advisors are judged based on an algorithm of qualitative criteria, gleaned through telephone and in-person due diligence interviews, as well as quantitative data. Advisors must have a minimum of seven years’ experience to qualify, with the algorithm weighing additional considerations such as revenue trends, assets under management, compliance records, and industry experience. For details, please visit https://www.forbes.com/sites/forbespr/2019/02/20/forbes-and-shook-research-announce-list-of-top-state-by-state-advisors/#2b8b84ca1012
5This year’s honorees were selected by a panel of business and legal professionals and a representative of The Daily Record, based on their leadership and vision; competitiveness and innovation; community leadership and service; financial performance and growth; corporate leadership and board service; and nonprofit involvement.
6Companies are ranked according to the percentage growth of their annual revenue over a three-year period. The Inc. 5000 list is available at http:\\www.inc.com\profile\maller-wealth-advisors
7The 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