About

Jonathan Grocott owns and directs a prosperous wealth management firm in Brunswick County, North Carolina. After over a decade as a sought-after wealth planner, including nearly seven years at Merrill Lynch, Grocott established Wealth Preservation Associates. At his independent firm, he focuses on retirement planning with a client-centric approach.

Grocott was born in New Jersey's Mercer County. He was raised in Bucks County, Pennsylvania, and attended the University of Pittsburgh on the opposite side of the so-called Keystone State. He attributes his enduring commitment to collaboration, community, inclusivity, innovation, and sustainability to the university.

The proprietor of a prosperous wealth management company donates to numerous charities and other good causes. He appreciates spending time with his young family when he is not engaged in wealth management or charitable work. Elsewhere, he is enthusiastic about a variety of pastimes and other pursuits. His enduring interests include boating, fishing, golf, and music.

Current Role & Duties

Wealth Preservation Corporations

Jonathan is the owner, founder, and managing director of Wealth Preservation Associates in Southport, North Carolina. Wealth Preservation Associates specializes in retirement and pre-retirement financial planning. The wealth management firm's top priority is client service, and it is fully committed to placing client's needs first.

Jonathan P. Grocott and his team work closely with each client to comprehend their situation. By aligning short- and long-term objectives, they seek to develop distinctive, effective plans that provide flexible solutions to support strategic and long-term financial planning for retirees.

Owner, originator, and managing director Grocott specialize in 529 plans, estate planning, and retirement planning at Wealth Preservation Associates.

The company offers securities through San Diego, California-based LPL Financial. LPL was founded over three decades ago and provided comprehensive support to financial professionals in various industries. The mission of the innovative financial services company centres on serving professionals like Grocott and, by extension, their clients.

Career Record

Merrill Lynch Wealth Management

Grocott founded Wealth Preservation Associates after a protracted tenure at the New York City-based Merrill Lynch Wealth Management. Merrill Lynch Wealth Management is a Bank of America Corporation brand, its parent corporation. The brand offers a comprehensive array of elite investment and wealth management services.

Grocott resided at the Merrill Lynch Wealth Management office in Wilmington, North Carolina. He departed Merrill Lynch Wealth Management to prioritize clients at his independent wealth management firm in Southport. This was having felt unable to do so at the bank-run organization due to a growing emphasis on shareholders instead of clients.

Grocott, a resident of Brunswick County, worked at Merrill Lynch for over six and a half years as an internally certified Personal Investment Advisor.

Educational History

Jonathan Grocott attended high school in Bucks County, Pennsylvania, near his childhood home. After graduating high school, he moved to the opposite side of Pennsylvania to attend the prestigious University of Pittsburgh.

University of Pittsburgh

Grocott attended the University of Pittsburgh for some time. In 1787, the institution was founded as Pittsburgh Academy. Today, it is a leading university in Pennsylvania and the United States. The premier research institution in Pittsburgh is a member of the Association of American Universities.

The University of Pittsburgh continues to be recognized as one of the most innovative universities in the country. Grocott attributes his decades-long and ongoing commitment to collaboration, community, inclusivity, innovation, and sustainability to his tenure at the University of Pittsburgh.

Certifications & Licenses

Grocott continues to be propelled by a professional passion for providing superior service and assisting his clients in achieving their objectives. Several vital certifications and credentials support his drive and enthusiasm. These include licenses for Life Insurance and Long-Term Care.

The founder of a prosperous wealth management firm possesses licenses in Life Insurance, Long-Term Care, Series 6, Series 7, Series 63, and Series 65. In November 2020, he also received his Personal Investment Advisor certification from Merrill Lynch.

Professional Skills & Expertise

As a specialist in wealth administration, Grocott has amassed a vast array of professional skills, abilities, and areas of expertise. Among these are the analysis of financial data, investment strategies, and tax-efficient investing. In total, Jonathan P. Grocott possesses a vast array of skills, capabilities, and areas of expertise, including but not limited to the following:

• 529 plans
• Adjustment strategies
• Analytical skills
• Attention to detail
• Changing market adaptation
• Client goals
• Collaborative working
• Communication skills
• Estate preparation
• Ethical standards
• Financial data analysis
• Financial modelling
• Financial product knowledge
• Forecasting techniques
• Investment markets & objectives
• Investment recommendations
• Investment strategies & vehicles
• Negotiation proficiency
• Personal integrity
• Portfolio development
• Retirement planning
• Regulatory expertise
• Relationship building
• Relationship maintenance
• Risk management
• Risk Preferences & tolerance
• Self-motivation
• Strategy development
• Strategy execution
• Tax law knowledge
• Tax-efficient investing
• Time management 

Charitable Involvement

Grocott supports several important charities, non-profit organizations, and other causes. These charities, nonprofits, and good causes include organizations from his home states of New Jersey, Pennsylvania, where he grew up, and North Carolina, where he currently resides.

He is also a passionate advocate for the significance and value of volunteering. Consequently, Jonathan P. Grocott frequently searches for volunteer opportunities in and around Southport, his renowned Old North State hometown.

Personal Life

Jonathan, the proprietor and managing director of a wealth management firm, was born in Trenton, New Jersey. The capital of the Garden State, Trenton, is in Mercer County. He spent most of his adolescence in Bucks County, Pennsylvania, a short distance from Philadelphia.

Today, Grocott resides and works in Southport, a well-known city in the North Carolina county of Brunswick. Southport is near to the Cape Fear River's mouth. The city hosts the ever-popular North Carolina Fourth of July Festival every summer. Jonathan, his wife Casey, and their two small daughters, ine and Rory, reside in Southport.

Priority number one for the proprietor of the wealth management firm has always been creating enjoyable memories with his family. He enjoys yachting, fishing, and golfing when he is not working or spending time with his family. Grocott, a native of New Jersey, began fishing as a young man, following in his father's footsteps. Jonathan Grocott has also been a dedicated music enthusiast.