Jonathan Grocott
Managing Director - Finance in Southport, North Carolina
Jonathan Grocott is a world-renowned wealth management professional who has built a successful career in the financial industry. Born and raised in Mercer County, New Jersey, Grocott spent much of his formative years in Bucks County, Pennsylvania, before earning a finance and investment degree from the University of Pittsburgh. After completing his education, Grocott began working for prestigious firms like Merrill Lynch, gaining extensive knowledge and expertise in wealth management. In 1998, he founded Wealth Preservation Associates, based in Southport, North Carolina. His team at Wealth Preservation Associates provides personalized financial planning services for retirees and pre-retirees, helping clients to realize their financial goals and secure their financial futures. Grocott is also a devoted philanthropist who has supported several organizations, including the American Cancer Society, the Humane Society, and the Brunswick County Homeless Coalition. In his free time, he enjoys spending time with his family, his priority in life.
An avid enthusiast of various outdoor activities such as boating, fishing, and golf, Grocott has developed connections with local organizations that support these hobbies. Grocott's passion for helping individuals achieve their financial goals and succeed is remarkable. This is most evident in his unwavering commitment to providing his clients with customized plans tailored to their unique needs. Overall, Grocott is a seasoned and highly successful financial planner who has built his career on an unyielding commitment to excellence and a deep-seated passion for helping people achieve their financial aspirations. His approach to wealth management is designed to provide clients with the guidance, tools, and strategies they need to plan for a prosperous future. Due to his compassion, insightfulness, and unrelenting dedication to client satisfaction, Jonathan P Grocott has become a well-known figure in the wealth management industry.
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