Source: Company press release

Newport Beach, Calif. , January 25, 2012 — United Capital Financial Advisers announces the addition of a partnership team from Harold C. Brown & Co. to the growing ranks of one of the nation’s fastest growing private wealth counseling firms. Three partners at Harold C. Brown & Co.– Peter Grogan, Will Kelly and Mimi Schanzlin – are joining United Capital as managing directors.
Harold C. Brown & Co. has been a staple in Western New York for 80 years. Grogan, Kelly, Schanzlin and their team will become United’s anchor office in Buffalo, NY, and will operate under the United Capital name.
Grogan, Kelly and Schanzlin are strong believers in empowering investors with complete control over their financial lives and dedicated to growing their practice; this aspect drew them to United Capital as the organization has an industry-leading model of advice and a growth engine that focuses on helping firms attract and secure new clients. “The partnership with United Capital enables us to join a national RIA with sophisticated growth strategies and a management team that is creating a firm for the next generation of advisers,” Kelly explained.
The team at Harold C. Brown & Co. is bringing approximately $240 million in assets under advisement and roughly 350 family relationships to United Capital. Grogan, Kelly and Schanzlin- who are all Certified Financial Planners® - will be accompanied in the move by their client services team, which they expect to expand over the next year.