About
Jonathan Grocott owns and directs a successful asset management company in Brunswick County, North Carolina. Grocott founded Wealth Preservation Associates after over a decade as a sought-after wealth manager, including nearly seven years at Merrill Lynch. He focuses on client-centred retirement planning at his independent firm.
Grocott was born in the New Jersey county of Mercer. He grew up in Bucks County, Pennsylvania, and later attended the University of Pittsburgh on the other side of the so-called Keystone State. He attributes his lifelong commitment to collaboration, community, inclusivity, creativity, and sustainability to his academic education.
The successful wealth management company owner contributes to charities and other worthwhile causes. In addition to his financial management and humanitarian endeavours, he enjoys spending time with his young family. He is also passionate about a variety of hobbies and other interests. Boating, fishing, golf, and music are among his long-standing passions.
Current Role and Responsibilities
Wealth Preservation Associates
Jonathan owns, founded, and manages Wealth Preservation Associates in Southport, North Carolina. Wealth Preservation Associates specializes in financial planning for clients about to retire. Client care is the wealth management firm's first focus, and the firm is completely dedicated to putting clients' needs first.
Jonathan P Grocott and his colleagues work with each client to understand their situation. They strive to develop distinct, successful programs that offer adaptable options to support strategic and long-term planning for retirees' financial futures by aligning short- and long-term objectives.
Grocott, the owner, creator, and managing director of Wealth Preservation Associates, specializes in 529 plans, estate planning, and retirement planning.
LPL Financial, based in San Diego, California, provides securities through the firm. LPL, founded over 30 years ago, provides complete support to financial professionals in various industries. The pioneering financial services firm's objective is around devotedly servicing experts like Grocott and, by extension, their clients.
Career History
Merrill Lynch Wealth Management
Grocott founded Wealth Preservation Associates after working at Merrill Lynch Wealth Management in New York City, New York. Merrill Lynch Wealth Management is a subsidiary of Bank of America Corporation. The company offers a wide range of high-level investing and wealth management services.
Grocott was based in the Wilmington, North Carolina, branch of Merrill Lynch Wealth Management. He left Merrill Lynch Wealth Management to focus his independent wealth management firm in nearby Southport on putting clients first. That was due to a growing emphasis on shareholders rather than clients at the bank-run business.
Grocott, from Brunswick County, worked as an internally certified Personal Investment Advisor at Merrill Lynch for almost six and a half years.
Education Background
Jonathan Grocott attended high school in Bucks County, Pennsylvania, near his childhood home. After high school, he went to the world-renowned University of Pittsburgh on the other side of the Keystone State.
University of Pittsburgh
Grocott attended the University of Pittsburgh for a while. In 1787, the Pittsburgh Academy opened its doors for the first time. It is now a top-ranked university in Pennsylvania and nationally. The leading research institution in Pittsburgh is a member of the Association of American Universities.
The University of Pittsburgh is still regarded as one of the most progressive universities in the country. Grocott attributes his decades-long and ongoing commitment to cooperation, community, inclusion, creativity, and sustainability to his tenure at the University of Pittsburgh.
Licenses and Certifications
Grocott is still driven by a professional passion for providing outstanding service and assisting his clients in achieving their goals. Several crucial certificates and credentials support his ambition and desire. These include licenses for Life Insurance and Long-Term Care.
The creator of a successful wealth management firm is licensed in Life Insurance, Long-Term Care, Series 6, Series 7, Series 63, and Series 65. He also received Merrill Lynch Personal Investment Advisor certification, which will be given in November 2020.
Professional Skills & Expertise
Grocott has varied professional skills, abilities, and areas of competence as a wealth management specialist. Financial data analysis, investment techniques, and tax-efficient investing are examples. Jonathan P Grocott possesses a diverse set of skills, abilities, and areas of experience, including, but not limited to:
Charitable Involvement
Grocott contributes to important charities, charitable organizations, and other worthwhile causes. Organizations in his native Garden State of New Jersey, Pennsylvania, where he grew up, and his present home state of North Carolina are among the charities, nonprofits, and good causes he supports.
He is also a strong believer in the importance and value of volunteering. As a result, Jonathan P Grocott is constantly on the lookout for volunteer opportunities in and around his hometown of Southport in the famous Old North State.
Personal Life
Jonathan, the owner and managing director of a wealth management firm, was born in Trenton, New Jersey. Trenton is the capital city of the Garden State and is located in Mercer County. He spent most of his boyhood in Bucks County, Pennsylvania, just outside Philadelphia.
Grocott presently lives and works in Southport, North Carolina, a well-known city in Brunswick County. Southport is located at the Cape Fear River's mouth. The city stages the ever-popular North Carolina Fourth of July Festival every summer. Jonathan lives in Southport with Casey, his wife, and their two little girls, ine and Rory.
Having memorable and enjoyable experiences with his family has always been a priority for the owner of a wealth management firm. He enjoys sailing, fishing, and golfing when he is not working or spending time with his loved ones. Grocott, a native of New Jersey, began fishing as a young guy, following in his father's footsteps. Jonathan Grocott has always enjoyed the music.
Grocott was born in the New Jersey county of Mercer. He grew up in Bucks County, Pennsylvania, and later attended the University of Pittsburgh on the other side of the so-called Keystone State. He attributes his lifelong commitment to collaboration, community, inclusivity, creativity, and sustainability to his academic education.
The successful wealth management company owner contributes to charities and other worthwhile causes. In addition to his financial management and humanitarian endeavours, he enjoys spending time with his young family. He is also passionate about a variety of hobbies and other interests. Boating, fishing, golf, and music are among his long-standing passions.
Current Role and Responsibilities
Wealth Preservation Associates
Jonathan owns, founded, and manages Wealth Preservation Associates in Southport, North Carolina. Wealth Preservation Associates specializes in financial planning for clients about to retire. Client care is the wealth management firm's first focus, and the firm is completely dedicated to putting clients' needs first.
Jonathan P Grocott and his colleagues work with each client to understand their situation. They strive to develop distinct, successful programs that offer adaptable options to support strategic and long-term planning for retirees' financial futures by aligning short- and long-term objectives.
Grocott, the owner, creator, and managing director of Wealth Preservation Associates, specializes in 529 plans, estate planning, and retirement planning.
LPL Financial, based in San Diego, California, provides securities through the firm. LPL, founded over 30 years ago, provides complete support to financial professionals in various industries. The pioneering financial services firm's objective is around devotedly servicing experts like Grocott and, by extension, their clients.
Career History
Merrill Lynch Wealth Management
Grocott founded Wealth Preservation Associates after working at Merrill Lynch Wealth Management in New York City, New York. Merrill Lynch Wealth Management is a subsidiary of Bank of America Corporation. The company offers a wide range of high-level investing and wealth management services.
Grocott was based in the Wilmington, North Carolina, branch of Merrill Lynch Wealth Management. He left Merrill Lynch Wealth Management to focus his independent wealth management firm in nearby Southport on putting clients first. That was due to a growing emphasis on shareholders rather than clients at the bank-run business.
Grocott, from Brunswick County, worked as an internally certified Personal Investment Advisor at Merrill Lynch for almost six and a half years.
Education Background
Jonathan Grocott attended high school in Bucks County, Pennsylvania, near his childhood home. After high school, he went to the world-renowned University of Pittsburgh on the other side of the Keystone State.
University of Pittsburgh
Grocott attended the University of Pittsburgh for a while. In 1787, the Pittsburgh Academy opened its doors for the first time. It is now a top-ranked university in Pennsylvania and nationally. The leading research institution in Pittsburgh is a member of the Association of American Universities.
The University of Pittsburgh is still regarded as one of the most progressive universities in the country. Grocott attributes his decades-long and ongoing commitment to cooperation, community, inclusion, creativity, and sustainability to his tenure at the University of Pittsburgh.
Licenses and Certifications
Grocott is still driven by a professional passion for providing outstanding service and assisting his clients in achieving their goals. Several crucial certificates and credentials support his ambition and desire. These include licenses for Life Insurance and Long-Term Care.
The creator of a successful wealth management firm is licensed in Life Insurance, Long-Term Care, Series 6, Series 7, Series 63, and Series 65. He also received Merrill Lynch Personal Investment Advisor certification, which will be given in November 2020.
Professional Skills & Expertise
Grocott has varied professional skills, abilities, and areas of competence as a wealth management specialist. Financial data analysis, investment techniques, and tax-efficient investing are examples. Jonathan P Grocott possesses a diverse set of skills, abilities, and areas of experience, including, but not limited to:
- 529 plans
- Adjustment strategies
- Analytical skills
- Attention to detail
- Changing market adaptation
- Client goals
- Collaborative working
- Communication skills
- Estate preparation
- Ethical standards
- Financial data analysis
- Financial modelling
- Financial product knowledge
- Forecasting techniques
- Investment markets & objectives
- Investment recommendations
- Investment strategies & vehicles
- Negotiation proficiency
- Personal integrity
- Portfolio development
- Retirement planning
- Regulatory expertise
- Relationship building
- Relationship maintenance
- Risk management
- Risk Preferences & tolerance
- Self-motivation
- Strategy development
- Strategy execution
- Tax law knowledge
- Tax-efficient investing
- Time management
Charitable Involvement
Grocott contributes to important charities, charitable organizations, and other worthwhile causes. Organizations in his native Garden State of New Jersey, Pennsylvania, where he grew up, and his present home state of North Carolina are among the charities, nonprofits, and good causes he supports.
He is also a strong believer in the importance and value of volunteering. As a result, Jonathan P Grocott is constantly on the lookout for volunteer opportunities in and around his hometown of Southport in the famous Old North State.
Personal Life
Jonathan, the owner and managing director of a wealth management firm, was born in Trenton, New Jersey. Trenton is the capital city of the Garden State and is located in Mercer County. He spent most of his boyhood in Bucks County, Pennsylvania, just outside Philadelphia.
Grocott presently lives and works in Southport, North Carolina, a well-known city in Brunswick County. Southport is located at the Cape Fear River's mouth. The city stages the ever-popular North Carolina Fourth of July Festival every summer. Jonathan lives in Southport with Casey, his wife, and their two little girls, ine and Rory.
Having memorable and enjoyable experiences with his family has always been a priority for the owner of a wealth management firm. He enjoys sailing, fishing, and golfing when he is not working or spending time with his loved ones. Grocott, a native of New Jersey, began fishing as a young guy, following in his father's footsteps. Jonathan Grocott has always enjoyed the music.