Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Bill Leckey joined Merrill in 1998 and was selected to the firm’s elite Private Client Development Program. As a Merrill Wealth Management Advisor, Bill has developed long-term financial advisory relationships that are customized to the goals of each and every client. It is his practice to promote a systematic approach to investing consistent with each client's investment goals and risk/reward tolerance. Through Merrill, Bill is able to provide a wide array of financial and investment services including financial strategy, retirement planning, estate planning services, college planning and investment portfolio management.
In 2011, Bill joined The Rohr Group of Merrill Private Wealth Management Banking and Investment Group (PBIG). The Rohr Group is a leading wealth management team located in Philadelphia that works with ultra-high-net-worth families, corporate executives, institutions, and endowments to provide a wide range of financial services, strategies, and guidance. Overseeing more than $5 billion in client assets as of January 2021, The Rohr Group offers the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Merrill.
Bill has earned the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning and a BSBA in Accounting from Bucknell University. Hecurrently resides in Berwyn with his wife, Alexis. Bill's father, Bill Sr., retired from Merrill Lynch in 2009 after nearly 40 years of service with the company.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Archbishop John Carroll HS
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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We will work to help you stay on track, regardless of what the markets are doing.
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