Jonathan Grocott
Jonathan Grocott is a highly accomplished wealth management company owner and director specialising in retirement planning for Brunswick County, North Carolina clients. He commenced his career in wealth planning over a decade ago and worked for nearly seven years at Merrill Lynch before founding his independent wealth preservation firm, Wealth Preservation Associates. Grocott’s firm focuses on devising client-centric retirement plans designed to meet the individual’s unique requirements. Born and raised in Mercer County, New Jersey, Grocott spent his formative years in Bucks County, Pennsylvania, where he attended school. He pursued his higher education at the University of Pittsburgh on the opposite side of the state and attributes the institution to instilling in him a commitment to innovation, sustainability, inclusivity, and community collaboration that has shaped his values and work ethic.
In addition to his contributions to the world of finance, Grocott is a philanthropist committed to supporting various charities and good causes. When not working or engaging in charitable activities, Grocott enjoys spending time with his young family and pursuing hobbies and interests. Among the leisure activities he holds closest to his heart are boating, fishing, golfing, and music. A specialist in retirement planning, estate preparation, and 529 plans, Grocott brings exceptional knowledge and expertise in these areas and strives to create flexible and practical solutions that enable retirees to achieve their short- and long-term financial goals while preserving their wealth. By combining strategic and long-range planning with clear and transparent communication, Jonathan P Grocott ensures his clients enjoy a comfortable and financially secure retirement.
Jonathan Grocott 