Peter Maller Named Lincoln Financial Advisors’ Planner of the Year for 2016

5/31/17

Peter Maller

Peter Maller, founder and president of Maller Wealth Advisors, and registered representative of Lincoln Financial Advisors (LFA), was recently named LFA Planner of the Year for 2016, which is awarded annually to the leading financial planners from among thousands affiliated with Lincoln Financial Advisors Corp. This year marks the eighth time Maller has been named LFA Planner of the Year over the last 10 years.

“This award signifies Peter’s unwavering commitment to understanding his clients’ needs and delivering solutions that help them achieve the outcomes they strive for in retirement,” said John DiMonda, senior vice president, head of Lincoln Financial Advisors. “This is the highest acknowledgment our company bestows on a financial planner, and is a direct reflection of Peter’s high level of professionalism and loyalty to his clients.”

With more than 23 years of experience in the financial services industry, Maller founded Maller Wealth Advisors in January 2014. The firm, headquartered in Hunt Valley, Md., is a 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.

Prior to opening Maller Wealth Advisors, he provided wealth management services through Heritage Financial Consultants, where he was founding partner and served as managing partner since 2012. Maller is a member of the prestigious Million Dollar Round Table (MDRT), an international, independent association of the world’s leading 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 Baltimore Medical Systems, the Washington College Planned Giving Advisory Council and the Washington College Presidents Leadership Council.

Maller is a certified financial planner and holds FINRA series 6, 7, 63 and 65 registrations. He holds life, accident and health insurance licenses. Maller received his Master of Business Administration from Florida State University in Tallahassee, Fla., and completed his undergraduate degree at Washington College.

About Lincoln Financial Advisors

Lincoln 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.

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