Dominic Prioli, Upper Midwest regional director of Raymond James & Associates (RJA), announced it recently welcomed financial advisors Thomas Grobbel and John Grobbel to RJA in Bloomfield Hills, Michigan.
Operating as Grobbel Wealth Management Group of Raymond James, the advisors join RJA’s Bloomfield Hills branch, led by Richard O’Connell. The branch serves business owners, families, individuals, pre-retirees, retirees, and sudden wealth clients. The team arrives from Wells Fargo Advisors, where it managed approximately $200 million in client assets.
Thomas (father to John) brings over 41 years of financial services industry experience as senior vice president of wealth management and holds an undergraduate degree from Central Michigan University. And his career started in 1984, most recently serving at Wells Fargo Advisors for eight years.
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.
KEY QUOTES:
“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. This partnership allows me to continue to provide exceptional support to clients while building a legacy I can confidently pass on.”
- Thomas Grobbel
“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. This is an environment where both advisors and clients are fully supported, which makes all the difference.”
- John Grobbel
