Jonathan P Grocott is an accomplished and experienced wealth management professional who has devoted several years to the finance industry. Grocott attended the University of Pittsburgh, one of Pennsylvania's most prestigious research universities, where he acquired a wealth of knowledge and a deep commitment to collaboration, inclusivity, innovation, community, and sustainability. Grocott's educational background and passion have informed his acclaimed career in the finance industry. Grocott is the founder and managing director of Wealth Preservation Associates, where he provides personalized and comprehensive financial planning services to retirees and pre-retirees. He brings numerous professional skills and expertise to his role, including expertise in long-term care, life insurance, Series 6, Series 7, Series 63, and Series 65 licenses, and Personal Investment Advisor certification from Merrill Lynch. Grocott remains committed to keeping himself ahead of his field by seeking further certified qualifications and developing strategies to cater to his client unique financial goals.
In addition to his professional pursuits, Grocott is an accomplished philanthropist passionate about supporting philanthropic causes and nonprofits. He supports various nonprofit organizations and charities across New Jersey, Pennsylvania, and North Carolina, serving to give back to the community. Grocott understands and cherishes the importance of volunteerism and frequently seeks volunteering activities in Southport, North Carolina. Through his dedication to collaboration, sustainability, and community, Grocott has earned a reputation as a reliable and trusted wealth management professional with an unwavering commitment to his client's financial security. He believes personalized financial planning services are critical to retirees' and pre-retirees overall financial success. He works closely with his clients to develop a financial plan that fits their unique needs. His passion towards the community underscores Jonathan Grocott's unparalleled dedication to his clients, each significantly contributing to his success in the finance industry.
