Gregg Stupinski, the South Atlantic regional director of Raymond James & Associates (RJA), announced it has welcomed financial advisors Dale Grubb, Matthew Grubb, CFP, and Corbin Hoffner to RJA. This 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 worked with a range of clients, including business owners, agricultural sector professionals, retirees and pre-retirees, and endowments and foundations. Together, they have over 50 years of financial services industry experience.
Dale brings 40+ years of financial services industry experience to his role as managing director. And 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 CFP designation, along with 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. And he served at Morgan Stanley since 2020 as vice president of investments.
KEY QUOTES:
“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. 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 Grubb
“We are pleased to welcome Dale, Matthew and Corbin to Raymond James. 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.”
– Gregg Stupinski
