Raymond James welcomes father-son advisor duo managing approximately $200 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Thomas Grobbel and John Grobbel to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Bloomfield Hills, Michigan, according to Dominic Prioli, Upper Midwest regional director for RJA.
Operating as Grobbel Wealth Management Group of Raymond James, the advisors join RJA’s Bloomfield Hills branch led by Richard O’Connell, serving business owners, families, individuals, pre-retirees, retirees and sudden wealth clients. The team arrives from Wells Fargo Advisors, where they managed approximately $200 million in client assets.
“A client-first mentality remains at the core my practice, and we are happy to join a firm that’s values align so closely with our own. Raymond James’ dedication to helping both clients and advisors succeed is unmatched, with succession planning and retirement options that support a sustainable future for my team,” said Thomas. “This partnership allows me to continue to provide exceptional support to clients while building a legacy I can confidently pass on.”
Thomas, father to John, brings over 41 years of financial services industry experience to his role as senior vice president of wealth management and holds an undergraduate degree from Central Michigan University. His career began in 1984, most recently serving at Wells Fargo Advisors for eight years.
“Raymond James’ use of advanced technology and its wide range of investment options enables us to deliver a more dynamic and comprehensive experience for our clients. The culture at the firm, along with its reputation, is exceptional and I’ve seen first-hand how these qualities enhance the service we can provide,” said John. “This is an environment where both advisors and clients are fully supported, which makes all the difference.”
John earned an undergraduate degree in finance from Michigan State University. He brings over 14 years of financial services industry experience to his role as vice president of wealth management. He began his career in 2010 at J.P. Morgan before transitioning to Wells Fargo Advisors where he served for eight years.
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.