David Grookett, CLU, ChFC

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. David continued his academic career by earning the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations through the American College. David has served on the board of many reputable industry organizations including: NAIFA (past state president), the Life Leaders of SC, and the Society for Financial Services Professionals. David's success has often qualified him as a member of the Million Dollar Round Table* 2010- to present. 

In the securities industry, David has earned his Series 7, 63, 65 and 24 registrations and is currently a Investment Advisor Representative of Cetera Wealth Partners. His step-son, Zach joined him as a partner in 2011 and together they formed Milestone Wealth Advisors. Throughout the years, David has gathered much experience working with families, small businesses, military, federal, and state employee benefit programs. David was raised in Columbia, South Carolina and still lives there near his three grown sons Brandon, Zachary, and Wister.

*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success. David is a current and qualifying member for the past 14 continuous years with a total of 23 years of membership.