Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Professional
- David Grookett, CLU, ChFC
- Wister Grookett
- Zachary Coggins, CRPC
David Grookett, CLU, ChFC
Investment Advisor Representative
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...
Wister Grookett
Insurance Specialist / Operations Associate
8037363551
Wister@milestonewealthadvisors.com
Wister plays a vital role in managing our firm’s insurance services, specializing in life insurance. As the newest member of the Milestone Wealth Advisors team, Wister ensures our back office operations run seamlessly. As David’s son...
Zachary Coggins, CRPC
Investment Advisor Representative
803-736-3551
Zach@milestonewealthadvisors.com