Slideshows

Top Bank Advisors by Production

We recently ran our signature BIC Top 50 and as a new online feature we also debuted The Next 50. Those rankings were based on our own algorithm of six different variables. Here, we take a new look at all 100 bank advisors and list the top 25 based solely on their trailing-12 production numbers ending Aug. 31, 2013.



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Top 50 Bank Advisors (1-25)

Top 50 Bank Advisors (26-50)

Top 25 Bank Advisors by Fee Business


Top 25 Bank Advisors by AUM
25 (tie). Edward Gibson (52) 25 (tie). Edward Gibson (52)

Bank: Citibank


TPM: N/A


2013 Production: $1.7 million


2012 Production: $1.4 million


2013 AUM: $211 million


2012 AUM: $216 million


Fee-business: 70%

25 (tie). Kevin McDermott (5) 25 (tie). Kevin McDermott (5)

Bank: Citadel Credit Union


TPM: CUSO Financial


2013 Production: $1.7 million


2012 Production: $1.3 million


2013 AUM: $143 million


2012 AUM: $118 million


Fee-based business: 60%

24. Francis O’Neill III (13) 24. Francis O’Neill III (13)

Bank: Wells Fargo


TPM: none


2013 Production: $1.71 million


2012 Production: $1.2 million


2013 AUM: $210 million


2012 AUM: $175 million


Fee-based business: 44%

23. Robert Lee Leach (48) 23. Robert Lee Leach (48)

Bank: Heritage Bank of the South


TPM: LPL Financial


2013 Production: $1.75 million


2012 Production: $1.5 million


2013 AUM: $207 million


2012 AUM: $186 million


Fee-based business: 10%

21 (tie). Robert Jacobsen (91) 21 (tie). Robert Jacobsen (91)

Bank: Johnson Bank


TPM: Invest Financial


2013 Production: $1.8 million


2012 Production: $1.5 million


2013 AUM: $221,000


2012 AUM: $269,000


Fee-business: 0%

21 (tie). Fernando Montemayor (2) 21 (tie). Fernando Montemayor (2)

Bank: International Bank of Commerce


TPM: LPL Financial


2013 Production: $1.8 million


2012 Production: $731,000


2013 AUM: $120 million


2012 AUM: $67 million


Fee-based business: 0%

19 (tie). Scott Kreter (80) 19 (tie). Scott Kreter (80)

Bank: SunTrust


TPM: none


2013 Production: $1.9 million


2012 Production: $1.8 million


2013 AUM: $236 million


2012 AUM: $213 million


Fee-business: 40%

19 (tie). Melanie Weischwill (57) 19 (tie). Melanie Weischwill (57)

Bank: First Victoria National Bank


TPM: Cetera Financial Institutions


2013 Production: $1.9 million


2012 Production: $1.8 million


2013 AUM: $197 million


2012 AUM: $177 million


Fee-business: 34%

18. David Jones (28) 18. David Jones (28)

Bank: Lake City Bank


TPM: Cetera Financial


2013 Production: $1.96 million


2012 Production: $1.3 million


2013 AUM: $100 million


2012 AUM: $90 million


Fee-based business: 0%

17. Ken Scott Chastain (11) 17. Ken Scott Chastain (11)

Bank: Wells Fargo


TPM: None


2013 Production: $2 million


2012 Production: $1.4 million


2013 AUM: $290 million


2012 AUM: $240 million


Fee-based business: 35%

16. Robert Hanes (67) 16. Robert Hanes (67)

Bank: Citibank


TPM: N/A


2013 Production: $2.1 million


2012 Production: $1.7 million


2013 AUM: $381 million


2012 AUM: $380 million


Fee-business: 43%

 15. Jeff Germain (47) 15. Jeff Germain (47)

Bank: Wells Fargo


PM: None


2013 Production: $2.2 million


2012 Production: $1.7 million


2013 AUM: $705 million


2012 AUM: $546 million


Fee-based business: 87%

14. Alex Marks (55) 14. Alex Marks (55)

Bank: Citibank


TPM: N/A


2013 Production: $2.3 million


2012 Production: $1.9 million


2013 AUM: $439 million


2012 AUM: $410 million


Fee-business: 42%

13. Chuck Lewis (83) 13. Chuck Lewis (83)

Bank: Wells Fargo


TPM: none


2013 Production: $2.5 million


2012 Production: $2.1 million


2013 AUM: $494 million


2012 AUM: $410 million


Fee-business: 50%

12. Joel Worsfold (22) 12. Joel Worsfold (22)

Bank: Wells Fargo


TPM: None


2013 Production: $2.53 million


2012 Production: $2.2 million


2013 AUM: $253 million


2012 AUM: $206 million


Fee-based business: 93%

8 (tie). Emile Abinader (71) 8 (tie). Emile Abinader (71)

Bank: Citibank


TPM: N/A


2013 Production: $2.6 million


2012 Production: $2.6 million


2013 AUM: $313 million


2012 AUM: $301 million


Fee-business: 86%

8 (tie). Randall Krenzin (51) 8 (tie). Randall Krenzin (51)

Bank: Wells Fargo


TPM: N/A


2013 Production: $2.6 million


2012 Production: $1.9 million


2013 AUM: $365 million


2012 AUM: $335 million


Fee-business: 73%

8 (tie). Malik Khaliq (20) 8 (tie). Malik Khaliq (20)

Bank: Wells Fargo


TPM: None


2013 Production: $2.6 million


2012 Production: $2.1 million


2013 AUM: $215 million


2012 AUM: $190 million


Fee-based business: 90%

8 (tie). Andrew Vahab (8) 8 (tie). Andrew Vahab (8)

Bank: Citibank


TPM: None


2013 Production: $2.6 million


2012 Production: $1.8 million


2013 AUM: $376 million


2012 AUM: $290 million


Fee-based business: 48%

7. Rob Reich (7) 7. Rob Reich (7)

Bank: Wells Fargo


TPM: none


2013 Production: $2.7 million


2012 Production: $2.1 million


2013 AUM: $393 million


2012 AUM: $308 million


Fee-based business: 90%

5 (tie). Josh Haber (6) 5 (tie). Josh Haber (6)

Bank: Citibank


TPM: none


2013 Production: $3.3 million


2012 Production: $1.6 million


2013 AUM: $381 million


2012 AUM: $380 million


Fee-based business: 28%

5 (tie). Bruce Knott (3) 5 (tie). Bruce Knott (3)

Bank: Wells Fargo


TPM: none


2013 Production: $3.3 million


2012 production: $1.9 million


2013 AUM: $513 million


2012 AUM: $392 million


Fee-based business: 86%

4. Russell Cesari (14) 4. Russell Cesari (14)

Bank: Northwest Federal CU


TPM: none


2013 Production: $3.4 million


2012 Production: $3.1 million


2013 AUM: $404 million


2012 AUM: $361 million


Fee-based business: 90%

2 (tie). Matthew Fryar (93) 2 (tie). Matthew Fryar (93)

Bank: Wells Fargo


TPM: none


2013 Production: $3.6 million


2012 Production: $3.2 million


2013 AUM: $540 million


2012 AUM: $490 million


Fee-business: 96%

2 (tie). Eden DeMar (18) 2 (tie). Eden DeMar (18)

Bank: Citibank


TPM: None


2013 Production: $3.6 million


2012 production: $2.9 million


2013 AUM: $133 million


2012 AUM: $115 million


Fee-based business: 14%

1. William Oliver (23) 1. William Oliver (23)

Bank: Wells Fargo


TPM: None


2013 Production: $5.6 million


2012 Production: $4.3 million


2013 AUM: $893 million


2012 AUM: $774 million


Fee-based business: 84%

We've ranked the top advisors in the bank channel based on trailing-12 production. See who comes out on top.

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