Press Release

PRESS RELEASE

Trinity Financial Strategies Welcomes Ryan Brunnock as Newest Partner

MORRISTOWN, NJ, February 7, 2025 – For Immediate Release

Trinity Financial Strategies is proud to announce the promotion of Ryan Brunnock to Partner, following five years of dedicated service and exceptional leadership at the firm. Ryan’s expertise and innovative approach to financial planning have been instrumental in the firm’s continued growth and success.

In 2019, Brunnock joined Trinity Financial Strategies, which was founded by Timothy J. Brunnock, ESQ. in 2007, with a focus on developing and implementing complex financial plans and building a multigenerational firm that serves multi-generational families.

Since joining Trinity Financial Strategies, the firm has undergone tremendous growth, with the firm’s assets under management and revenue more than doubling in size. His commitment to client success and a deep understanding of the financial landscape have been instrumental in helping individuals and families alike navigate complex financial challenges, making him a valued asset to both clients and colleagues.

“Ryan’s promotion is a testament to his outstanding performance and his unwavering dedication to delivering personalized and effective financial strategies,” Timothy J. Brunnock, ESQ said. “We are thrilled to welcome him as a partner and look forward to the continued contributions he will make in shaping the future of our firm.”

Trinity Financial Strategies is affiliated with RIA Private Advisor Group, one of the largest and fastest growing wealth management firms in the country with over $35.2 billion in assets under management as of June 30, 2024. Private Advisor Group CEO Frank Smith stated, “Ryan’s promotion to partner represents the best of what our profession stands for: fostering growth, embracing next-generation leadership, and prioritizing clients’ interests. We’re excited for the entire Trinity Financial Strategies team and look forward to their continued success for clients and the financial community." said Frank Smith, CEO of Private Advisor Group.

Reflecting on his promotion, Brunnock shared, “I am thrilled to take on this new role as a partner at Trinity Financial Strategies. It has been an incredible journey so far, and I’m excited about the opportunities for continued growth. I look forward to working alongside our talented team to support families and individuals in achieving their financial goals for many years to come.”

About Trinity Financial Strategies

Trinity Financial Strategies is a family run Financial Planning/Wealth Management firm. We help distill the 24-hour financial noise and break it down into plain English. This allows our clients to better understand the information, act on it and feel comfortable with it. Our process allows them to make better, more informed financial decisions for themselves and their families.

Our personalized, custom-tailored approach to working with our clients has allowed us to have relationships that have endured for decades, and which now spans generations. Throughout the course of these lifelong relationships, we've been committed to open, ongoing and clear communication. Along the way, we check regularly to confirm what’s happening in your family's lives. We then have an updated conversation about the best strategies to address your challenges. Whether deciding how to pay for college, investing for long-term growth, caring for aging parents or preparing for a long and prosperous retirement, our clients’ individual challenges are met with cutting-edge strategies to help them feel more confident.

About Private Advisor Group

Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $35.2 billion in assets under management as of June 30, 2024, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices.

Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019. * Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron's ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.