William Leckey
Senior Vice President, Wealth Management Advisor
724 West Lancaster Ave
Wayne PA 19087
(610) 687.7944
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
William Leckey
Profile

Bill Leckey joined Merrill in 1998 and was selected to the firm’s elite Private Client Development Program. As a Merrill Wealth Management Advisor, Bill has developed long-term financial advisory relationships that are customized to the goals of each and every client. It is his practice to promote a systematic approach to investing consistent with each client's investment goals and risk/reward tolerance. Through Merrill, Bill is able to provide a wide array of financial and investment services including financial strategy, retirement planning, estate planning services, college planning and investment portfolio management.

In 2011, Bill joined The Rohr Group of Merrill Private Wealth Management Banking and Investment Group (PBIG). The Rohr Group is a leading wealth management team located in Philadelphia that works with ultra-high-net-worth families, corporate executives, institutions, and endowments to provide a wide range of financial services, strategies, and guidance. Overseeing more than $5.5 billion in client assets as of January 2023, The Rohr Group offers the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Merrill.

Bill has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp and a BSBA in Accounting from Bucknell University. He currently resides in Berwyn with his wife, Alexis. Bill's father, Bill Sr., retired from Merrill in 2009 after nearly 40 years of service with the company.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron’s “Top 250 Private Wealth Management Teams”, 2019-2024
(Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams Private Wealth", 2022-2023
(Published annually in November. Rankings based on data as of March 31 of current year.)
Click here to learn more about advisor recognitions
About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
William Leckey is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA.