Peter J. Grogan, CFP®, CLU®, AIFA®, AEP®MANAGING DIRECTOR
For more than 35 years, Peter has been working with individuals, families and institutions to help them achieve their financial goals. In addition to his role as primary Wealth Adviser to many of our clients, Peter drives the high-level financial planning decision-making for the United Capital office in Buffalo. He is also instrumental in the business development efforts for our practice.
Prior to joining United Capital, he was a partner at Harold C. Brown & Co., LLC (HCB), a wealth advisory firm that was a staple in Western New York for 80 years.
Peter is regularly sought out in Western New York to speak on topics related to tax planning, estates and trusts, and insurance. He has made presentations to the Western New York Bar Association, Estate Analysts of Western New York, SUNY at Buffalo School of Management Tax Institute and Western New York chapter of the Society of Financial Service Professionals, among others. Peter is an active member of The Society of Financial Service Professionals, Estate Analysts of Western New York, Financial Planning Counselors of Western New York and has been a member of the Financial Planning Association of WNY for over 30 years.
Peter received a BS from the University at Buffalo in 1981. He is a Certified Financial Planner™ Practitioner, a Chartered Life Underwriter®, an Accredited Investment Fiduciary Analyst®, and an Accredited Estate Planner®. Peter is active in the community currently serving as a trustee at Pathways Christian Fellowship and as a member of the Endowment Committee at United Way of Buffalo and Erie County. He is a member of the capital campaign for Cradle Beach Camp and Rural Outreach Center. Previously he has served on several boards among them Alumni Association at SUNY at Buffalo and Cradle Beach Camp where he has maintained a relationship for over 50 years.