About the Author

Peggy Moran, CFP®, CAP®, ChFC®

Assistant Vice President and Senior Analyst

Peggy is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout the Western New York region. Peggy’s areas of proficiency include estate and retirement planning, education planning, legacy planning, and philanthropic planning.

Prior to her current role, Peggy worked in the institutional area of M&T Bank, which acquired Wilmington Trust in 2011, on employee benefit accounts and as an IRA administrator. She joined M&T in 1995 from Mellon Bank in Pittsburgh.

Peggy holds a bachelor’s degree in Mathematics from the State University of New York at Buffalo. Along with the Certified Financial Planner designation, she has earned the Chartered Advisor in Philanthropy and Chartered Financial Consultant designations from The American College.

Peggy is a member of the Financial Planning Association and the Downtown (Buffalo) chapter of Toastmasters International.


By the Author

Retirement Saving Strategies for Corporate Executives

Peggy Moran, CFP®, CAP®, ChFC® |
Wealth Planning
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Explore how a ‘backdoor’ Roth IRA or Health Savings Account may help you save more.  If your income is too high to make direct Roth IRA contributions, converting a traditional IRA to a Roth may be a viable option. Health Savings Accounts may offer a tax saving opportunity, as contributions are tax deductible and withdrawals

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