Broker Check

Our Associates

David Grookett, CLU, ChFC

Investment Advisor Representative

803-736-3406

803-736-3551

David@milestonewealthadvisors.com

David began his career in the financial services industry in 1981. Prior to that, he received a B.S. in Business Administration from the University of South Carolina. In an effort to better himself and provide a better service to his...

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Zachary Coggins, CRPC

Investment Advisor Representative

803-736-3406

803-736-3551

zach.coggins@ceterawealth.com

Zach is a graduate of the University of South Carolina from the Moore School of Business with a B.S. in Business Administration with a focus in Finance. He has been with David's practice since 2012, where he started out as a Life...

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Dorothy Sideris

Administrative Assistant

803-736-3406

dorothy@milestonewealthadvisors.com

Dorothy has been with Milestone Wealth Advisors since 2022. She is currently a student at the University of South Carolina pursuing a degree in Criminal Justice and minoring in Business Administration. Dorothy was born and raised in...

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