A former Wells Fargo team that managed more than $500 million in client assets has joined Raymond James & Associates’ employee advisor channel in Doylestown, Pa., the company announced.
Great Oak Investment Management of Raymond James is operated by financial advisors Jesse Brookreson and Brian Trymbiski. They are joined by Leigh McKee, sales development associate. The team serves a variety of clients, including business owners, corporations, families and individuals, and nonprofits, as well as captive insurance and automotive reinsurance companies, a news release said.
“In Raymond James, we found a partner that embraces and supports the unique relationship between the client and advisor,” said Brookreson, senior vice president, wealth management, who joined Wells Fargo in 2005. “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. 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.”
Trymbiski, first vice president of wealth management, joined Wells Fargo in 2009. He said Raymond James’ enhanced investment management resources, along with industry-renowned technology will enhance their client experience.
Matt Pruitt, Raymond James branch manager in Doylestown’s, said, “Brian, Jesse and Leigh bring a wealth of expertise, credentials, investment management and financial planning experience. We are very proud that the culture and distinguished support at our firm continues to be attractive to top financial advisors.”