Raymond James welcomes advisor team managing over $514 million in Sebring, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Dale Grubb, Matthew Grubb, CFP®, and Corbin Hoffner to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Sebring, Florida, according to Gregg Stupinski, South Atlantic regional director for RJA.
The team arrives from Morgan Stanley where they managed over $514 million in assets, and they are joined by practice business manager Joella Libero and senior client service associate Leighann Hylan. As The Grubb Group of Raymond James, they serve a range of clients including business owners, professionals in the agricultural sector, retirees and pre-retirees, as well as endowments and foundations. Together, they hold over 50 years of financial services industry experience.
“Transitioning to Raymond James is a strategic decision for our practice rooted in client service, especially in a small town. Raymond James offers a platform that is more accessible and valuable, enabling us to be that much more impactful in helping our clients to achieve their goals,” said Dale. “Additionally, the firm’s cultural integrity, commitment to client service and forward-thinking succession planning will ensure a seamless transition for Matthew and Corbin in the future.”
Dale brings over 40 years of financial services industry experience to his role as managing director. He began his career in 1984 and most recently served at Morgan Stanley for 15 years. His experience is backed by an undergraduate degree in business administration from the University of Florida.
Matthew, senior vice president of investments, holds the CERTIFIED FINANCIAL PLANNER® designation alongside an undergraduate degree in applied biology and a master’s degree in agricultural business from the University of Florida. He began his career at Morgan Stanley in 2017, where he served for seven years alongside his father, Dale.
Hoffner holds an undergraduate degree in business administration from the University of Phoenix. He served at Morgan Stanley since 2020 as vice president of investments.
“We are pleased to welcome Dale, Matthew and Corbin to Raymond James,” said Stupinski. “The Grubb Group’s commitment to personalized client service will be well supported by our firm’s advisor-focused culture and resources, enabling them to continue making a meaningful impact on their community.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.54 trillion as of Oct. 31, 2024. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.