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W. Brian Groner, CFP®, ChFC®, CRPC®

VP Investment Operations Manager

Brian has been in the financial industry for thirty plus years. He attended Western New England University, and has received many licenses and certifications in his career as a financial professional, including his CFP, ChFC, CRPC, and Series 6, 7, 63, 65 and 24 licenses.

Brian is a lifelong learner at heart, and the constant changes in the financial world excite him and keep him motivated to be constantly learning, improving, and staying on top of those changes on behalf of his clients and the other advisors he supports. He also enjoys working with clients of a similar mindset and loves to work with someone who’s striving to grow and improve so that they can work towards those goals together.

Originally from New Jersey, Brian and his wife Debbie now live in Apex, North Carolina, just outside of Raleigh. They have a son and daughter, both married, as well as three granddaughters. He enjoys sailing, has recently developed an interest in model trains, coaching youth soccer and he is still playing soccer himself.

Brian is currently a member of the Lincoln Field Advisory Board and is active with several subcommittees.

Click here to Schedule a Meeting with him