Will Rohr

Analyst-Equity chez AJ Wealth Strategies LLC

Profil

Mr. William A.
Rohr is a Principal at AJ Wealth Strategies LLC.
where he provides a high level of service to clients and assists with their day-to-day financial planning requirements.
He focuses on analyzing individual client needs and delivering accurate information in a timely manner.
As a licensed insurance producer, Will also helps the firm manage the insurance process, handling presentations, applications, medicals, and general insurance structuring and maintenance.
Prior to joining Cerity Partners, He served as a Senior Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services.
In this role, he analyzed data to help develop comprehensive financial plans for clients.
He received his undergraduate degree from the University of Scranton.

Postes actifs de Will Rohr

Sociétés	Poste	Début
AJ Wealth Strategies LLC	Analyst-Equity	01/06/2015

Formation de Will Rohr

University of Scranton

Undergraduate Degree