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FUNDRAISING NEWS | December 02, 2024

RayJay Enlists $200M Michigan Father-Son Team from Wells Fargo

Tags: Personnel, Financial Advisor Move

Raymond James announced that Bloomfield Hills, MI-based advisors Thomas and John Grobbel have joined its employee advisor channel, Raymond James & Associates, moving from Wells Fargo where they managed $200M in client assets.

The pair will operate as the Grobbel Wealth Management Group of Raymond James and will report directly to Branch Manager Richard O’Connell. The Grobbels will serve business owners, retirees, and “sudden wealth clients” based in Bloomfield Hills, the company said. Before joining Raymond James and prior to Wells Fargo, the Grobbels were affiliated with Morgan Stanley. 

Source: https://www.raymondjames.com/advisor-opportunities/press-releases/2024/12/02/raymond-james-welcomes-father-son-advisor-duo-managing-approximately-$200-million

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