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RKL Private Wealth Announces New Leadership Appointments
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Subscribe22 APR 2026 / PEOPLE UPDATES
RKL LLP has announced leadership changes at its subsidiary, RKL Private Wealth, with David Morais becoming president and Tom Reardon taking on an executive vice president role, effective September 1. The changes are part of a strategic succession plan to stimulate growth and enhance client service, with Morais succeeding Laurie Peer, who will lead RKL until her retirement in 2026, and Reardon focusing on supporting client service and operational execution.
RKL LLP (FY24 net revenue of $138.0 million), a prominent Lancaster, Pa.-based firm, has announced significant leadership changes within its subsidiary, RKL Private Wealth. Effective September 1, David Morais will assume the role of president, while Tom Reardon will take on the position of executive vice president. These appointments are part of a strategic succession plan aimed at fostering continued growth and enhancing client service.
David Morais, who joined RKL Private Wealth in 2018, 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. Morais will succeed Laurie Peer, who will continue to lead the firm until her retirement in December 2026, after a distinguished 34-year career with RKL.
Tom Reardon, with 18 years at RKL Private Wealth, has been instrumental in developing financial plans for business owners, executives, and families with complex needs. In his new role, Reardon will focus on supporting client service and operational execution, ensuring the firm maintains its high standards of excellence.
The leadership transition underscores RKL Private Wealth's commitment to strategic growth and client trust. Laurie Peer expressed confidence in the new leadership, highlighting the strong foundation Morais and Reardon have built through their dedication and expertise.
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