Brian Trymbiski,
AIF® First Vice President, InvestmentBrian manages customized equity and fixed income portfolios for foundations, insurance companies, reinsurance companies, and private wealth clients. He actively manages taxable and tax-efficient portfolios tailored to each client’s needs and seeks to develop portfolios providing liquidity while delivering risk-adjusted returns.
He has a passion for seeing his clients succeed, dedicating his career to providing them with the guidance, information, and experience they need. He works to truly inform his clients about the investments in their portfolios so they can understand “what they own and why they own it.” As a hands-on advisor, he follows a rigorous investment process and philosophy. Brian recognizes the importance of the assets he manages for his clients and the value they represent to their lives and businesses. Integrity and hard work define his practice.
Brian works with a wide range of clients to provide a holistic set of financial services. Among his work, he has developed a specialty in managing reinsurance opportunities, risks and investments for administrators, reinsurance and insurance companies.
Brian moved his practice to Raymond James in 2021, attracted to the firm’s investment resources and client-first culture of service. Prior to Raymond James, his practice had been affiliated with Wells Fargo Advisors and Merrill Lynch. Earlier in his career he was an investment executive for Investment Center of Wisconsin.
From an early age, Brian had an intense interest in “how the economy works.” Now as a veteran professional, he continues to have a passion for a field that is defined by its dynamism, service to others and near limitless avenues for professional growth.
He is a graduate of Ave Maria University in Florida. As an alumnus, he is a member of the President’s Council. His community activities also include membership to Trout Unlimited, The Bond Club of Philadelphia and the Fixed Income Analyst Society, Inc. He was the township supervisor of Plumsted Township from 2016 to 2021.
Brian lives in Doylestown, his home town, with his wife, Erika. Outside the office, he enjoys sports and the outdoors, particularly golf and fly fishing.
Recent accolades include Brian being recognized as Forbes Top Next-Gen Wealth Advisors, Best-in-State, for the year 2025
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2025) included: 49,859 nominations for all rankings, based on thresholds, 28,226 invited to complete online survey, and 4,653 individuals considered and 2,018 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/24 to 3/31/25 and was released on 8/6/25. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/.
