A couple of Doylestown, Pa.–based financial advisors with about $500 million in assets under management will be joining Raymond James & Associates, signaling another step in the company’s expansion in the Northeast.
Jesse Brookreson and Brian Trymbiski will be joining Raymond James from Wells Fargo under the name Great Oak Investment Management of Raymond James. The two advisors will be joined by Leigh McKee, a sales development associate for the team. According to Brookreson, the duo found a firm in Raymond James that “embraces and supports” the relationships they’re building with clients.
“As a firm that’s focused on the wealth management business, it allows us to be laser focused on the investment and planning needs of our clients,” he said. “We are glad to have found a firm whose core values reflect our own and are excited for the great things that are to come.”
At Wells Fargo, Brookreson and Trymbiski specialized in working with families and individuals, as well as business owners and corporations, with a focus on captive insurance and automotive reinsurance companies. Brookreson started in the industry in 1997 as a trader and equity specialist before joining Wells Fargo in 2005, while Trymbiski has about 10 years of experience in the industry and also served as a township supervisor of Plumstead Township in Bucks County, Pa., for the past five years.
The Great Oak announcement is the latest in a number of Northeast additions out of Raymond James. Late last month, Raymond James brought a duo of New Jersey–based advisors with about $216 million in managed assets over from Merrill Lynch, while the firm welcomed a number of advisors with more than $1 billion in AUM between Miami and New York in September.
In April, Raymond James added more Northeast-based financial advisors and teams, with assets totaling more than $686 million. The advisors joined Raymond James from Morgan Stanley and MML Investors Services.
Kelly Anderson, Raymond James & Associates’ Northeast regional director, said the Great Oak team shares the “service-first approach and culture” of Raymond James, calling it the foundation of the company’s growth in the region.
