PETER J. GROGAN, CFP®, CLU®, AIFA®
Peter received a
B.S. from the University at Buffalo in 1981. From 1982 to 1998 he was
employed by American Express Financial Advisors. Peter joined Harold C.
Brown & Co. as director of financial planning services in 1998. Peter is a
senior vice president and an owner of the firm. His primary
responsibilities include tax, estate and trust planning, financial
planning, asset allocation analysis and new business development.
Peter's community involvement includes: University at Buffalo Alumni
Relations, board of directors and Community Foundation of Greater Buffalo,
chair of professional advisors committee. He is also a member of: WNY
Planned Giving Consortium, Financial Planning Association, Society of
Financial Service Professionals, Financial Planning Counselors of WNY and
the East Aurora Country Club.
He has presented or
co-presented lectures on a variety of financial planning topics,
including: "Trustee's Responsibilities Under the New York State Prudent
Investor Act", "Total Return
Unitrusts",
"Working with Financial Advisors on Trust Issues", "Fiduciary Taxation and
Responsibility Issues Under the Uniform Prudent Investor Act and the
Uniform Principal and Income Act".
