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Jonathan Grocott
Managing Director - Finance
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Jonathan Grocott

Managing Director - Finance
Jonathan Grocott is recognized as one of the most experienced and knowledgeable wealth management professionals in finance. His distinguished career in the finance field has spanned several years. Today, Grocott is the founder and director of Wealth Preservation Associates, a comprehensive financial planning services company located in Brunswick County, North Carolina. The company provides personalized financial planning solutions tailored to meet the specific needs of retirees and pre-retirees. Wealth Preservation Associates is a subsidiary of LPL Financial, a financial services firm known for its exceptional support to professionals in the finance industry. Grocott began his financial career at Merrill Lynch Wealth Management in Wilmington, North Carolina. Here, he served as an internally certified Personal Investment Advisor, demonstrating his wealth of knowledge and expertise in managing clients' finances. However, Grocott later discovered that the organization's focus on shareholders overrides its client commitment. This made him establish his own company with a resolve to prioritize client care. Grocott's academic background is equally impressive. He graduated from the University of Pittsburgh, a world-renowned research university known for its commitment to innovation, sustainability, and community. Grocott credits his time at the university with instilling in him a lifelong commitment to collaborative efforts towards his clients' financial success. Jonathan P Grocott's dedication to helping his clients realize their long-term goals and secure their financial futures has earned him a reputation as a trustworthy and reliable wealth management professional. As such, Grocott works closely with his clients to create personalized financial plans to support their goals towards a prosperous future.
Wealth Preservation Associates
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University of Pittsburgh
Southport, North Carolina, USA

Professional Background

  • Current status
    Employed
  • Profession
    Other
  • Fields
    Finance
  • Work experience
    6-10 years (6-10 years relevant)
  • Management
  • Highest level of education
    Master

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    Managing Director - Finance
  • Desired work locations
    Southport, NC 28461, USA
  • Freelance

Work Experience

Managing Director

Mar 2023 - Present

Financial Advisor, Vice President

Jun 2016 - Mar 2023
6 yrs 10 mos

Education

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Other
2016 - 2016