Dale W. Grubb - Morgan Stanley Smith Barney Financial Advisor

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Welcome Associations Honors Education Services Experience

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations

Sebring Sunrise Rotary Club
Sebring, FL
Youth For Christ
Chairman of the Board, 2007- 2010 Board Member, 1999-present
Chambers of Commerce
Member
Sebring
Avon Park
Lake Placid
Highlands County Citrus Growers Association
Member
Founding Member of the Sebring Touchdown Club

Services

Professional Portfolio Management
Wealth Management
Asset Management
Municipal Bonds
Retirement Planning
Estate Planning
Cash Management
Financial Planning
Fixed Income
Lending Services
Corporate Pension Funds
Philanthropic Services
Corporate Trust Services
Exchange Traded Funds
401k Rollovers
Certificates of Deposit

Education and Licensing

BSBA - Finance, 1983
University of Florida
Gainesville, FL
Series 3 - National Commodity Futures, 1984
Series 7 - General Securities Representative, 1984
Series 63 - Uniform State Exam, 1984
Series 65 - Investment Advisory Agent, 1984
Insurance & Annuity, 1984
Senior Portfolio Manager Director, 1994
Smith Barney
Sebring, FL
Fiduciary Portfolio Manager, 2000
Smith Barney Trust Co.
Sarasota, FL

Honors and Recognition

Director's Council (Top 3% of F.A. in the U.S)
1988 - Present
Smith Barney
Dedicated Service Award - 25 Years
Best Brokerage Award 2006, Highlands County

Business Experience

1984 - Present: Morgan Stanley Smith Barney

Senior Vice President
Senior Portfolio Management Director
Sebring, FL
1981 - 1984: Shearson/ American Express

Intern
Sebring, FL

Bulletin Board

See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
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Dale W. Grubb is licensed in the following state(s): AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, MI, NC, NJ, NY, OH, OK, PA, TN, TX, VA, VT

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

FEATURED REPORTS

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On the Markets - Flipbook

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