Jonathan Grocott
Jonathan P Grocott is a highly successful wealth management company owner and director with a long-standing investment and wealth management career. Grocott commenced his career at Merrill Lynch Wealth Management, a Bank of America Corporation subsidiary, where he worked as an internally certified Personal Investment Advisor for over six and a half years at the company's Wilmington, North Carolina, facility. After realizing that the firm's focus on shareholders was taking precedence over clients, Grocott established his independent wealth management firm, Wealth Preservation Associates, in Southport, North Carolina. His decision to start his firm was driven by his unwavering commitment to putting clients first, which had become increasingly challenging in his previous role. Grocott's academic credentials comprise a high school education close to his birthplace in Bucks County, Pennsylvania, and attending the University of Pittsburgh in the opposite Keystone State region. The University of Pittsburgh is a prestigious, top-ranked research institution renowned for its innovative and inclusive educational programs, which instilled in Grocott a lifelong commitment to community, innovation, sustainability, inclusivity, and collaboration.
With several certifications and licenses backing his drive and passion for delivering excellent service to his clients, Grocott has become a notable figure in the wealth management industry. His licenses include Life Insurance, Long-Term Care, Series 6, Series 7, Series 63, and Series 65. Grocott also earned Personal Investment Advisor certification from Merrill Lynch in November 2020. Throughout his career, Jonathan Grocott has remained unwavering in his mission to provide highly personalized financial planning services to retirees and those about to retire. His firm, Wealth Preservation Associates, remains wholly committed to matching long-term financial goals to each client's individual needs and aspirations, ensuring that they safeguard their wealth and enjoy financial security as they journey through their retirement years.
With several certifications and licenses backing his drive and passion for delivering excellent service to his clients, Grocott has become a notable figure in the wealth management industry. His licenses include Life Insurance, Long-Term Care, Series 6, Series 7, Series 63, and Series 65. Grocott also earned Personal Investment Advisor certification from Merrill Lynch in November 2020. Throughout his career, Jonathan Grocott has remained unwavering in his mission to provide highly personalized financial planning services to retirees and those about to retire. His firm, Wealth Preservation Associates, remains wholly committed to matching long-term financial goals to each client's individual needs and aspirations, ensuring that they safeguard their wealth and enjoy financial security as they journey through their retirement years.
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