RKL Wealth Management’s Stephanie Etter Promoted to Chief Compliance Officer

RKL Wealth Management LLC, a subsidiary of RKL LLP, today announced that Stephanie J. Etter has been promoted to Chief Compliance Officer.

As Chief Compliance Officer, Etter is responsible for developing and monitoring the firm’s compliance program, ensuring that all activities of the firm meet regulatory requirements and acting as a liaison with legal and regulatory bodies on compliance-related issues.

“We congratulate Stephanie on her promotion to this significant leadership role for our firm. Her years of experience in operations working in conjunction with our compliance professionals combined with her dedication to client service excellence make her a natural choice for this new role,” said Laurie Peer, President of RKL Wealth Management. “We look forward to Stephanie leading our compliance program into the future.”

Etter most recently served as the firm’s Operations Manager, where she oversaw the daily operations activities, served as a liaison between the operations team and top management while establishing and implementing processes and procedures. Prior to joining the firm, she spent 16 years in the wealth management industry.

Etter is a member of the Pennsylvania Association of Notaries. She currently resides in York, PA.


RKL Wealth Management LLC, a subsidiary of RKL LLP, is a nationally recognized, Pennsylvania-based wealth advisory firm offering a broad range of financial planning and investment management services aimed at helping individuals, families, business owners and institutions realize their unique goals. Learn more at rklwealth.com.