About My Practice
The Rehrer Group has been delivering financial advice and wealth management services to corporate executives, business owners and non-profit organizations for more than 45 combined years.
Our clients are comprised of a limited number of affluent families who value our disciplined approach. We insist on a full understanding of each client's circumstances and goals. We endeavor to establish deep and valued trust relationships with each client to truly learn their needs and aspirations. Each client can expect to receive personalized advice and guidance and access to our team of specialists. We expect clients to apprise us of any significant personal or financial developments that might affect their goals. We provide periodic updates on client portfolios. We meet regularly with clients to update their overall strategy. We pro-actively present market opportunities and communicate regularly with clients.
What We Offer- Customized strategies that:
1.) Create and grow wealth
2.) Protect and preserve wealth
3.) Plan for the distribution of wealth during life in the most tax-advantaged way
4.) Plan for the distribution of wealth at death in the most tax-advantaged way.
Team Member Profiles-
David H. Rehrer, CFP®, CRPC® - Wealth Management Advisor
David is a Senior Vice President - Investments and joined Merrill Lynch in 1983. He serves as a Portfolio Manager for Merrill Lynch's Personal Investment Advisory SM Program.
David provides wisdom and insight to lead the team in asset management strategy, portfolio construction, and implementation . Our practice is centered on based on fee based wealth management strategies using private money managers, mutual funds, and PIA. This approach allows us to focus on providing ongoing client education, communication and service.
We explore multiple asset allocation strategies based on your long term goals and comfort level. Periodic adjustments to portfolios are made based on changes in market outlook and client circumstances. We focus on indentifying what is required to achieve your goals with peace of mind. Most new clients are referred by current clients.
David graduated with a BS in Chemical Engineering from Drexel University and an MBA in International Business at the Stern School of Business at NYU. In 1998, David achieved the Certified Finacial Planner designation at FDU and is a member of the Financial Planning Association.
Please see our website -
David Rehrer is registered to do business in : AZ, CA, CO, DE, FL, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WY
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA , CRPC
Merrill Lynch/Bank of America
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc.,
Considerations: Full Service
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.