About

Jonathan Grocott owns and directs a successful asset management firm in Brunswick County, North Carolina. Grocott founded Wealth Preservation Associates after working as a sought-after wealth advisor for almost ten years, including nearly seven at Merrill Lynch. He focuses on client-centred retirement planning at his independent firm.

Grocott was born in New Jersey’s Mercer County. He was raised in Bucks County, Pennsylvania, before moving to the other side of the so-called Keystone State to attend the University of Pittsburgh. He attributes his long-lasting dedication to teamwork, community, inclusivity, creativity, and sustainability to the university.

The proprietor of a prosperous wealth management firm contributes to several charities and other deserving organizations. In addition to his philanthropic activity and money management responsibilities, he likes to spend time with his young family. He also has several other interests and hobbies that he is quite passionate about. Boating, fishing, golf, and music are some of his longest-standing interests.

Duties & Current Role

The Wealth Preservation Associates

Jonathan owns, founded, and serves as managing director of Wealth Preservation Associates in Southport, North Carolina. Wealth Preservation Associates specializes in financial planning for individuals who are retired or approaching retirement. The wealth management organization is fully committed to putting customers’ interests first; client service is its top priority.

To comprehend each client’s particular situation, Jonathan P Grocott and his staff work closely with them. By balancing short- and long-term objectives, they want to develop innovative, efficient programs that offer flexible solutions to support strategic and long-term planning for retirees’ financial futures.

Owner, founder, and managing director Grocott of Wealth Preservation Associates is an expert in 529 plans, estate planning, and retirement planning.

The company sells securities via LPL Financial, its San Diego, California, main office. LPL, established over 30 years ago, offers complete support to financial professionals across all sectors. The objective of the innovative financial services organization is to serve experts like Grocott devotedly and, by extension, their clients.

CAREER HISTORY

Forbes Merrill Lynch Wealth Management

After spending considerable time at Merrill Lynch Wealth Management, which has its headquarters in New York City, New York, Grocott founded Wealth Preservation Associates. The parent firm of Merrill Lynch Wealth Management is the Bank of America Corporation. The company offers a wide range of elite wealth management and financial services.

The Wilmington, North Carolina, location of Merrill Lynch Wealth Management, served as Grocott’s home base. He resigned from Merrill Lynch Wealth Management so his independent wealth management business in Southport could put clients first. That resulted from feeling unable to do so at the bank-run company due to a growing emphasis on shareholders rather than clients.

Grocott, a resident of Brunswick County, worked for Merrill Lynch as a Personal Investment Advisor for more than six and a half years.

EDUCATION BACKGROUND

Jonathan Grocott attended a high school near his childhood home in Bucks County, Pennsylvania. He moved to the other side of Keystone State after high school to enrol in the esteemed University of Pittsburgh.

The University of Pittsburgh

For a while, Grocott attended the University of Pittsburgh for school. In 1787, the institution’s doors were originally opened as Pittsburgh Academy. It is currently a national and of Pennsylvania’s top universities. The top research centre in Pittsburgh is a part of the Association of American Universities.

The University of Pittsburgh continues to be regarded as one of the most cutting-edge institutions in the country. Grocott attributes his decades-long and ongoing commitment to community, inclusivity, creativity, and sustainability to his time at the University of Pittsburgh.

Licenses & Certifications

Grocott is still passionate about providing outstanding service and assisting his clients in achieving their objectives. He is supported in his ambition and commitment by several crucial qualifications and licenses. These include licenses for long-term care and life insurance.

The creator of a prosperous wealth management firm holds licenses in Life Insurance, Long-Term Care, Series 6, Series 7, Series 63, and Series 65. Additionally, he received his Merrill Lynch Personal Investment Advisor certification, which was given in November 2020.

Expertise & Professional Skills

Grocott has amassed a broad range of abilities, skills, and subject-matter knowledge as a wealth management specialist. Analysis of financial data, investment plans, and tax-efficient investing are a few of them. The following are only a few of the many talents, prowess, and specialities that Jonathan P Grocott possesses in total:

• 529 plans
• Adjustment techniques
• Ability to analyze
• Observation of details
• Client objectives for adapting to changing markets
• Working collaboratively
• talents in communication
• estate planning
• ethical principles
• analysis of financial data
• Financial simulation
• knowledge of financial products
• forecasting strategies
• Investment markets and goals
• tips for investments
• Investment instruments & strategies
• expertise in negotiations
• possessing morality
• portfolio expansion
• Retirement preparation
• regulatory knowledge
• Relationship development and maintenance
• management of risk
• Risk tolerance and preferences
• Self-motivation
• strategy creation
• implementation of a strategy
• tax law expertise
• a tax-efficient investment
• management of time

CHARITABLE INVOLVEMENT

Grocott supports numerous important charities, nonprofits, and other deserving causes. Among these nonprofits, charities, and worthwhile causes are institutions from his birthplace, the Garden State of New Jersey, his upbringing in Pennsylvania, and his current residence in North Carolina.

He is a strong supporter of volunteering and its significance. In light of this, Jonathan P Grocott routinely searches for volunteer opportunities in and around Southport, his hometown in the renowned Old North State.

The Personal Life

Jonathan, the managing director and proprietor of a wealth management firm, was born in Trenton, New Jersey. The capital of the Garden State, Trenton, is in Mercer County. Growing up outside of Philadelphia in Bucks County, Pennsylvania, he spent most of his youth nearby.

Grocott currently resides and works in the well-known city of Southport in Brunswick County, North Carolina. The Cape Fear River’s mouth is not far from Southport. The city hosts the enduringly popular North Carolina Fourth of July Festival every summer. With his wife, Casey, and their two small daughters, Iine and Rory, Jonathan resides in Southport.

The proprietor of the wealth management company has always placed high importance on spending quality time with his family. He likes boating, fishing, and golfing when he’s not working or spending time with his loved ones. Grocott, a native of New Jersey, started fishing when he was a young guy, following in his father’s fishing-related footsteps. Additionally, Jonathan Grocott has always loved music.

Portfolio