Lancaster, Pa.-based IPA 100 firm RKL LLP (FY24 net revenue of $138.0 million) announced that its subsidiary, RKL Private Wealth, has named David Morais as president and Tom Reardon as executive vice president, effective Sept. 1.
Morais will succeed Laurie Peer, who will continue to lead the firm until the transition and retire in December 2026 after 34 years with RKL. The leadership changes are part of long-term succession planning to support continued growth and client service.
“The future of RKL Private Wealth is bright under David and Tom’s leadership. 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,” said Peer.
Morais joined RKL Private Wealth in 2018 and brings nearly two decades of experience in banking, financial services and wealth advisory. He specializes in financial, estate and legacy planning for high-net-worth and ultra-high-net-worth clients and will continue to lead the firm’s private wealth strategy.
Reardon has been with RKL Private Wealth for 18 years and focuses on developing financial plans for business owners, executives and families with complex needs. In his new role, he will support client service and operational execution.
