Will Rohr

Will Rohr

Analyst-Equity at AJ Wealth Strategies LLC

Finance
Consumer Services

Profile

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.

Will Rohr active positions

CompaniesPositionStart
Analyst-Equity 01/06/2015
All active positions of Will Rohr

Training of Will Rohr

University of Scranton Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

13

1st degree connections

2

1st degree companies

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Linked companies

Private companies1

Finance

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