Top bank advisers (51-75)
November 23, 2015 2:15 PM
Top bank advisers (51-75)
Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to continue our Next 50. These advisers ranked 51 through 100 in our analysis.
Here we are highlighting numbers 51 through 75. Yesterday, we had 76 through 100.
Our ranking is designed to recognize the most successful bank and credit union advisers based on several key areas, such as assets under management; trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.
Here we are highlighting numbers 51 through 75. Yesterday, we had 76 through 100.
Our ranking is designed to recognize the most successful bank and credit union advisers based on several key areas, such as assets under management; trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.
75. John Gurski
Bank: Kennebunk Savings
Location: Kennebunk, Maine
TPM: LPL
2015 AUM: $62.3 million
2015 production: $649,000
Fee business: 86%
Years in current position: 11
Total years as FA: 20
Location: Kennebunk, Maine
TPM: LPL
2015 AUM: $62.3 million
2015 production: $649,000
Fee business: 86%
Years in current position: 11
Total years as FA: 20
74. Michael Harrington
Bank: United Community Bank
Location: Dawsonville, Ga.
TPM: Invest Financial
2015 AUM: $57.9 million
2015 production: $669,000
Fee business: 2%
Years in current position: 14
Total years as FA: 19
Location: Dawsonville, Ga.
TPM: Invest Financial
2015 AUM: $57.9 million
2015 production: $669,000
Fee business: 2%
Years in current position: 14
Total years as FA: 19
73. David Volpe
Bank: Wells Fargo
Location: Raleigh, N.C.
TPM: none
2015 AUM: $228 million
2015 production: $2.1 million
Fee business: 63%
Years in current position: 2
Total years as FA: 12
Location: Raleigh, N.C.
TPM: none
2015 AUM: $228 million
2015 production: $2.1 million
Fee business: 63%
Years in current position: 2
Total years as FA: 12
72. Joseph Cappello
Bank: ESL Federal Credit Union
Location: Rochester, N.Y.
TPM: LPL
2015 AUM: $80.1 million
2015 production: $514,000
Fee business: 87%
Years in current position: 6
Total years as FA: 16
Location: Rochester, N.Y.
TPM: LPL
2015 AUM: $80.1 million
2015 production: $514,000
Fee business: 87%
Years in current position: 6
Total years as FA: 16
71. David Lofton
Bank: Bank of Tennessee
Location: Collierville, Tenn.
TPM: Raymond James
2015 AUM: $99.5 million
2015 production: $893,000
Fee business: 73%
Years in current position: 6
Total years as FA: 17
Location: Collierville, Tenn.
TPM: Raymond James
2015 AUM: $99.5 million
2015 production: $893,000
Fee business: 73%
Years in current position: 6
Total years as FA: 17
70. Terry Burns
Bank: Wells Fargo
Location: Seattle
TPM: none
2015 AUM: $385.8 million
2015 production: $2 million
Fee business: 90%
Years in current position: 27
Total years as FA: 17
Location: Seattle
TPM: none
2015 AUM: $385.8 million
2015 production: $2 million
Fee business: 90%
Years in current position: 27
Total years as FA: 17
69. Stephen Drizos
Bank: PNC Bank
Location: Pittsburgh, Pa.
TPM: none
2015 AUM: $57.4 million
2015 production: $642,000
Fee business: 52%
Years in current position: 2
Total years as FA: 2
Location: Pittsburgh, Pa.
TPM: none
2015 AUM: $57.4 million
2015 production: $642,000
Fee business: 52%
Years in current position: 2
Total years as FA: 2
68. Matthew Griffin
Family Trust Federal Credit Union
Location: Rock Hill, S.C.
TPM: LPL
2015 AUM: $65.3 million
2015 production: $657,000
Fee business: 92%
Years in current position: 6
Total years as FA: 15
Location: Rock Hill, S.C.
TPM: LPL
2015 AUM: $65.3 million
2015 production: $657,000
Fee business: 92%
Years in current position: 6
Total years as FA: 15
67. Craig Bedenbaugh
Bank: Wells Fargo
Location: Greenville, S.C.
TPM: none
2015 AUM: $208.1 million
2015 production: $2 million
Fee business: 43%
Years in current position: 2
Total years as FA: 16
Location: Greenville, S.C.
TPM: none
2015 AUM: $208.1 million
2015 production: $2 million
Fee business: 43%
Years in current position: 2
Total years as FA: 16
66. Joel Worsfold
Bank: Wells Fargo
Location: Des Moines, Iowa
TPM: none
2015 AUM: $305.8 million
2015 production: $3.4 million
Fee business: 83%
Years in current position: 21
Total years as FA: 27
Location: Des Moines, Iowa
TPM: none
2015 AUM: $305.8 million
2015 production: $3.4 million
Fee business: 83%
Years in current position: 21
Total years as FA: 27
65. Noemi Salas
Bank: IBC Bank
Location: Brownsville, Texas
TPM: LPL
2015 AUM: $56.1 million
2015 production: $789,000
Fee business: 11%
Years in current position: 11
Total years as FA: 16
Location: Brownsville, Texas
TPM: LPL
2015 AUM: $56.1 million
2015 production: $789,000
Fee business: 11%
Years in current position: 11
Total years as FA: 16
64. Colin Kelty
Bank: MB Financial
Location: River Forest, Ill.
TPM: Cetera
2015 AUM: $49.1 million
2015 production: $854,000
Fee business: 7%
Years in current position: 4
Total years as FA: 5
Location: River Forest, Ill.
TPM: Cetera
2015 AUM: $49.1 million
2015 production: $854,000
Fee business: 7%
Years in current position: 4
Total years as FA: 5
63. Nathan Quello
Bank: First Dakota National Bank
Location: Sioux Falls, S.D.
TPM: Raymond James
2015 AUM: $342. 5 million
2015 production: $2.1 million
Fee business: 5%
Years in current position: 2
Total years as FA: 15
Location: Sioux Falls, S.D.
TPM: Raymond James
2015 AUM: $342. 5 million
2015 production: $2.1 million
Fee business: 5%
Years in current position: 2
Total years as FA: 15
62. Lance Armstrong
Bank: First Hope Bank
Location: Columbia, N.J.
TPM: Raymond James
2015 AUM: $194.4 million
2015 production: $1 million
Fee business: 71%
Years in current position: 8
Total years as FA: 12
Location: Columbia, N.J.
TPM: Raymond James
2015 AUM: $194.4 million
2015 production: $1 million
Fee business: 71%
Years in current position: 8
Total years as FA: 12
61. Rodney Horelka
Bank: Prosperity Bank
Location: Victoria, Texas
TPM: Cetera
2015 AUM: $169 million
2015 production: $1.6 million
Fee business: 50%
Years in current position: 16
Total years as FA: 20
Location: Victoria, Texas
TPM: Cetera
2015 AUM: $169 million
2015 production: $1.6 million
Fee business: 50%
Years in current position: 16
Total years as FA: 20
60. Tom McHale
Bank: PNC Bank
Location: Marlton, N.J.
TPM: none
2015 AUM: $163.3 million
2015 production: $1.6 million
Fee business: 39%
Years in current position: 19
Total years as FA: 26
Location: Marlton, N.J.
TPM: none
2015 AUM: $163.3 million
2015 production: $1.6 million
Fee business: 39%
Years in current position: 19
Total years as FA: 26
59. Tom Moran
Bank: Webster Bank
Location: Waterbury, Conn.
TPM: LPL
2015 AUM: $150 million
2015 production: $1.7 million
Fee business: 12%
Years in current position: 20
Total years as FA: 24
Location: Waterbury, Conn.
TPM: LPL
2015 AUM: $150 million
2015 production: $1.7 million
Fee business: 12%
Years in current position: 20
Total years as FA: 24
58. Dee Jernigan Jr.
Bank: Franklin Synergy Bank
Location: Murfreesboro, Tenn.
TPM: Raymond James
2015 AUM: $185.3 million
2015 production: $1.2 million
Fee business: 67%
Years in current position: 12
Total years as FA: 19
Location: Murfreesboro, Tenn.
TPM: Raymond James
2015 AUM: $185.3 million
2015 production: $1.2 million
Fee business: 67%
Years in current position: 12
Total years as FA: 19
57. Tracy Duncan
Bank: Allegacy Federal Credit Union
Location: Clemmons, N.C.
TPM: CUSO Financial
2015 AUM: $248.5 million
2015 production: $1.9 million
Fee business: 52%
Years in current position: 12
Total years as FA: 23
Location: Clemmons, N.C.
TPM: CUSO Financial
2015 AUM: $248.5 million
2015 production: $1.9 million
Fee business: 52%
Years in current position: 12
Total years as FA: 23
56. Ryan Stevens
Bank: Wells Fargo
Location: Billings, Mont.
TPM: none
2015 AUM: $205.4 million
2015 production: $1.2 million
Fee business: 91%
Years in current position: 11
Total years as FA: 7
Location: Billings, Mont.
TPM: none
2015 AUM: $205.4 million
2015 production: $1.2 million
Fee business: 91%
Years in current position: 11
Total years as FA: 7
55. Andrew Vahab
Bank: Citibank
Location: New York, N.Y.
TPM: none
2015 AUM: $538.4 million
2015 production: $3.3 million
Fee business: 56%
Years in current position: 11
Total years as FA: 14
Location: New York, N.Y.
TPM: none
2015 AUM: $538.4 million
2015 production: $3.3 million
Fee business: 56%
Years in current position: 11
Total years as FA: 14
54. Michelle Ashworth
Bank: Corning Credit Union
Location: Corning, N.Y.
TPM: Raymond James
2015 AUM: $119 million
2015 production: $1 million
Fee business: 58%
Years in current position: 8
Total years as FA: 8
Location: Corning, N.Y.
TPM: Raymond James
2015 AUM: $119 million
2015 production: $1 million
Fee business: 58%
Years in current position: 8
Total years as FA: 8
53. Bradley Sova
Bank: DFCU Financial
Location: Livonia, Mich
TPM: CUSO Financial
2015 AUM: $340 million
2015 production: $2.1 million
Fee business: 56%
Years in current position: 14
Total years as FA: 19
Location: Livonia, Mich
TPM: CUSO Financial
2015 AUM: $340 million
2015 production: $2.1 million
Fee business: 56%
Years in current position: 14
Total years as FA: 19
52. Scott Rogers
Bank: Wells Fargo
Location: San Jose, Calif.
TPM: none
2015 AUM: $241 million
2015 production: $1.5 million
Fee business: 73%
Years in current position: 24
Total years as FA: 27
Location: San Jose, Calif.
TPM: none
2015 AUM: $241 million
2015 production: $1.5 million
Fee business: 73%
Years in current position: 24
Total years as FA: 27
51. Edward Gibson
Bank: Citibank
Location: Eastchester, N.Y.
TPM: none
2015 AUM: $229.6 million
2015 production: $2 million
Fee business: 73%
Years in current position: 24
Total years as FA: 27
Location: Eastchester, N.Y.
TPM: none
2015 AUM: $229.6 million
2015 production: $2 million
Fee business: 73%
Years in current position: 24
Total years as FA: 27
