About Me

Welcome to The Grubb Group at Morgan Stanley. It is with great pride that we invite you to meet our client-focused team of Financial Advisors and Service Professionals. The Grubb Group is a strategically assembled team of financial professionals working in unison to provide you with the highest level of service and attention to detail when it comes to your personal financial matters. Our primary objective is to satisfy your individual financial planning and wealth management goals. To achieve your unique goals, we combine our time-tested experience with all of the resources available through Morgan Stanley to ensure you have a consistent and personalized investment process. We are here to simplify your life and ease your financial and investment concerns. We firmly believe in an open-architecture style of investing, wherein we utilize all tools available to achieve your goals. We don't subscribe to a theory or process of "one size fits all" investing. We sit down with you to discover your needs and then after listening to your unique situation, we tailor a financial plan just for you. After your plan is in place, we continuously monitor it's progress and make changes as necessary. Culturally, The Grubb Group values collaboration and an entrepreneurial spirit. By working together and always striving to be better, we believe we continually enhance our value to you. We always conduct our business with the utmost professionalism and integrity. Finally, we embrace our role in your personal financial situation and are thankful for the opportunity to make a positive difference in your life.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Estate Planning Strategies4
  • Trust Accounts5
  • Cash Management6
  • Annuities7
  • Life Insurance8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Community Involvement

Sebring Sunrise Rotary
Highlands County United Way
Highlands County Youth for Christ
Highlands County Humane Society
Highlands County 4-H
Big Brothers Big Sisters of the Sun Coast
Bible Fellowship Church
Mary Toney Foundation
Wings of Faith
Sebring Touchdown Club
St. Lucie Farm Bureau
Hardee County 4-H
University of Florida Alumni Association
Bryan D. Schirard Scholarship Foundation
Florida Hospital Foundation

    Experience

    Dale Grubb

    1984 - Present: Morgan Stanley*

    Managing Director, Wealth Management
    Senior Portfolio Management Director
    Family Wealth Advisor
    Sebring, FL

    1981 - 1984: Shearson/ American Express

    Intern
    Sebring, FL


    Matthew Grubb

    2017 - Present: Morgan Stanley

    Financial Advisor
    Sebring, FL


    David Hache

    1990 - 1999: Merrill Lynch

    Financial Advisor
    Ft. Myers, FL

    1999 - Present: Morgan Stanley

    Portfolio Management Associate
    Financial Planning Associate
    Sebring, FL


    Leighann Giacin

    2016 - Present: Morgan Stanley

    Client Service Associate
    Sebring, FL

      Dale Grubb: Director's Council Smith Barney 1987-2009 (Top 3% Financial Advisors's)

      Dale Grubb

      1984 - Present: Morgan Stanley*

      Managing Director, Wealth Management
      Senior Portfolio Management Director
      Family Wealth Advisor
      Sebring, FL

      1981 - 1984: Shearson/ American Express

      Intern
      Sebring, FL


      Matthew Grubb

      2017 - Present: Morgan Stanley

      Financial Advisor
      Sebring, FL


      David Hache

      1990 - 1999: Merrill Lynch

      Financial Advisor
      Ft. Myers, FL

      1999 - Present: Morgan Stanley

      Portfolio Management Associate
      Financial Planning Associate
      Sebring, FL


      Leighann Giacin

      2016 - Present: Morgan Stanley

      Client Service Associate
      Sebring, FL
      • Dale Grubb: Chairman's Council Morgan Stanley 2010-2013 (Top 1% of Financial Advisor's)
      • Dale Grubb: President's Council Morgan Stanley 2014-Present (Top 3% of Financial Advisor's)
      • Dale Grubb: Forbes Best-In-State Wealth Advisors 2018
      • Dale Grubb: Forbes America's Top 500 Wealth Advisors 2018

      Location

      611 US 27 South
      Sebring, FL 33870
      US
      Direct:
      (863) 451-4037(863) 451-4037

      Meet The Grubb Group

      About Me

      Dale Grubb’s one and only occupation has been serving the Sebring/Central Florida area as a Financial Advisor for 33 years, all with the same firm. For a remarkable 31 years in a row, he has been named to the firm’s Chairman’s/President's Club, an honor reserved for the top advisors in the country.
      Dale earned his B.S.B.A. in finance from the University of Florida in Gainesville. He is a Senior Portfolio Management Director, which means he can manage assets on a discretionary basis, and he recently obtained the prestigious designation of Family Wealth Advisor. Dale possess all licenses for trading, investments, annuities and insurance.
      Dale is an active member of the community. He is a member of Bible Fellowship Church where he and his wife, Lori, teach college and career education. He is a past president of the Sebring Sunrise Rotary Club, a member of the chambers of commerce in Sebring, Avon Park and Lake Placid. He is also a member of the Highlands County Citrus Growers Association and Safari Club International. Dale is a founding member of the Sebring Touchdown Club and a 19-year board member of Youth for Christ, where he also served as chairman of the board for 3 years.
      Dale’s wife Lori, who is also a University of Florida graduate, grew up in the citrus industry and carries on the family tradition with her own business. Together, they have recently taken to enjoying cattle ranching. As a family, Dale and Lori are blessed to have two children, around which their lives revolve. Matthew, their son, has graduated from the University of Florida with his Master’s and has begun his career at Morgan Stanley. Their daughter, Madison, recently graduated from the University of Florida with her Master's degree in International Business. They are very happy to be a complete “Gator Family.”
      Securities Agent: TX, FL, VT, VA, TN, SC, RI, PA, OR, OK, OH, NY, NM, NJ, NC, MT, MS, MN, MI, MD, MA, IN, IL, GA, CT, CO, CA, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1264976

      About Me

      Matthew Grubb has recently begun his career serving the Sebring/Central Florida area as a Financial Advisor for Morgan Stanley. His primary goal is to build relationships with prospects and clients alike that are built on the foundations of trust. In first establishing a relationship, he believes that only then can an advisor truly understand the needs of each individual client and situation. He focuses on establishing holistic financial plans using Morgan Stanley’s various programs and wealth of resources to not only provide a strategic investment plan but also a roadmap for achieving their financial goals.
      From a young age, Matthew was always drawn to the financial industry after seeing his father, Dale, have such a passion for the markets and his job in general. His interest really began to take off in college when he gained a better understanding of investments and everything that goes into the economy and markets as a whole. He was also very intrigued in the financial industry because he had seen firsthand the impact that his father had on countless people’s lives through ensuring financial stability for their families and he wanted to make an impact on people in the same way that his father had.
      Matthew began pursuing his degree at Emory & Henry College in Emory, VA while playing college football. After two years, he transferred to the University of Florida where he completed his B.S. in Applied Biology. From there, he went on to complete his Master’s degree in Agribusiness. After joining Morgan Stanley, Matthew completed and now holds his Series 7 & 66 registrations, along with his insurance and annuities license, and banking registration.
      Being born & raised in Florida, Matthew is proud to be a Gators alumnus now in Sebring with his beautiful wife, Megan, and their chocolate lab, Moose.
      Securities Agent: TX, FL, VT, VA, TN, SC, RI, PA, OR, OK, OH, NY, NM, NJ, NC, MT, MS, MN, MI, MD, MA, IN, IL, IA, GA, CT, CO, CA, AZ, AR, AL; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1682653

      About Me

      Leighann Giacin joined Morgan Stanley in 2016 as a Client Service Associate for The Grubb Group. Her goal is to provide exceptional service to every client and prospect she interacts with. On a daily basis, Leighann loves assisting clients and helping them with all of their account needs. Leighann provides excellent support for the advisors within The Grubb Group and makes the overall client experience a top priority.
      Living by the motto Treat others as you wish to be treated, Leighann focuses on the individual wants and needs of all of our clients, knowing that no two clients are the same. Leighann is an integral part of the operational and relationship management divisions of The Grubb Group.
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
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      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
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      Ready to start a conversation? Contact The Grubb Group today.
      Market Information Delayed 20 Minutes
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