RKL Private Wealth has key executive leadership position transitions planned for 2026.
The nationally recognized financial planning and investment advisory firm has named David Morais to the top executive position, succeeding Laurie Peer as President, effective Sept. 1.
As part of the leadership transition, Tom Reardon will assume the role of Executive Vice President. This transition is the result of long-term strategic planning to position RKL Private Wealth for continued growth and client service excellence.
“The future of RKL Private Wealth is bright under David and Tom’s leadership,” said Peer. “They both have been instrumental in our exceptional growth story, and the trust that they’ve earned with our clients and team members alike creates a strong foundation for continued excellence.”
In its 27 years, RKL Private Wealth has grown to be a full-service wealth management firm employing 37 people. With $2.5 billion in assets under management (AUM) as of Dec. 31, 2025, the fully owned subsidiary of RKL focuses on comprehensive financial, estate, and legacy planning, along with investment management, business succession, tax compliance and planning, and other integrated services for individuals and families with sophisticated wealth management needs.
Morais joined RKL Private Wealth in 2018, bringing nearly two decades of experience in banking, financial services, and wealth advisory. Morais specializes in financial, estate, and legacy planning for high-net-worth and ultra-high-net-worth clients. As President, Morais will continue to drive client-centered solutions and propel the firm’s Private Wealth strategy.
Reardon has served RKL Private Wealth for 18 years. He specializes in creating sophisticated financial plans for business owners, executives, and families with complex needs. As Executive Vice President, Reardon will leverage this experience to further advance RKL Private Wealth’s client service and operational excellence.
Peer joined the firm in 1992 and ascended to the position of Partner in the firm’s Tax Service Group. She went on to be named President of RKL Wealth Management in 2018 and, in 2022, launched the RKL Private Wealth brand, a continuum of tax, wealth, and advisory solutions to grow, protect, and transfer wealth. Under her leadership, the firm has grown to manage more than $2.5 billion in assets and was named a top 40 firm by AUM in the nation by Accounting Today. Peer will retire in December 2026 after 34 years with RKL.
Learn more about RKL and how it taps into a wide range of services to deliver solutions that help organizations and individuals navigate everyday complexities and get to the next level.
