Who's Moving Where In Wealth Management? - CAIS, Raymond James

Editorial Staff

5 November 2021

CAIS
recently welcomed financial advisors Jesse Brookreson and Brian Trymbiski to its employee advisor channel in Doylestown, Pennsylvania.

Operating as Great Oak Investment Management of Raymond James, the team joins from Wells Fargo where they previously managed more than $500 million in assets for a variety of clients including business owners, corporations, families and individuals, nonprofits, as well as captive insurance and automotive reinsurance companies. Also joining the Great Oak Investment Management team is Leigh McKee, sales development associate.

Brookreson, senior vice president, wealth management, began his financial services career in 1997 as a trader and equity specialist working with institutional investors before joining Wells Fargo as a financial advisor in 2005. He holds a bachelor of science degree in business administration from LaSalle University.

Trymbiski, first vice president, wealth management, has a decade of financial services experience. A graduate of Ave Maria University, he was a township supervisor of Plumstead Township in Bucks County, Pennsylvania from 2016 to 2021.