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.