Here we continue our expanded top 100 bank advisors ranking with those who ranked 51-75.
Top 100 bank advisors <br>(51-75)
December 7, 2016 5:00 AM
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Here we continue our expanded top 100 bank advisers ranking with those who ranked 51-75.
75. Darrel Smith
Bank: Citizens Bank
TPM: n/a
Location: Medford, Massachusetts
2016 AUM: $94 million
2015 AUM: $85 million
2016 Production: $967,000
2015 Production: $831,000
Fee business: 38%
Years in industry: 14
TPM: n/a
Location: Medford, Massachusetts
2016 AUM: $94 million
2015 AUM: $85 million
2016 Production: $967,000
2015 Production: $831,000
Fee business: 38%
Years in industry: 14
74. Allen Cantoni
Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, N.Y.
2016 AUM: $43 million
2015 AUM: $20 million
2016 Production: $355,000
2015 Production: $300,000
Fee business: 43%
Years in industry: 9
TPM: LPL Financial
Location: Rochester, N.Y.
2016 AUM: $43 million
2015 AUM: $20 million
2016 Production: $355,000
2015 Production: $300,000
Fee business: 43%
Years in industry: 9
73. Dwayne Stalling
Bank: Liberty Bank
TPM: Raymond James
Location: Mystic, Connecticut
2016 AUM: $65 million
2015 AUM: $51 million
2016 Production: $622,000
2015 Production: $503,000
Fee business: 39%
Years in industry: 13
TPM: Raymond James
Location: Mystic, Connecticut
2016 AUM: $65 million
2015 AUM: $51 million
2016 Production: $622,000
2015 Production: $503,000
Fee business: 39%
Years in industry: 13
72. Helen Wong
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $334 million
2015 AUM: $336 million
2016 Production: $1.8 million
2015 Production: $1.6 million
Fee business: 39%
Years in industry: 27
TPM: n/a
Location: New York
2016 AUM: $334 million
2015 AUM: $336 million
2016 Production: $1.8 million
2015 Production: $1.6 million
Fee business: 39%
Years in industry: 27
71. Jason Giordana
Bank: Webster Bank
TPM: LPL Financial
Location: Bristol, Connecticut
2016 AUM: $116 million
2015 AUM: $65 million
2016 Production: $608,000
2015 Production: $521,000
Fee business: 14%
Years in industry: 8
TPM: LPL Financial
Location: Bristol, Connecticut
2016 AUM: $116 million
2015 AUM: $65 million
2016 Production: $608,000
2015 Production: $521,000
Fee business: 14%
Years in industry: 8
70. Ruben Trujillo
Bank: PNC
TPM: n/a
Location: Duluth, Georgia
2016 AUM: $62 million
2015 AUM: $40 million
2016 Production: $645,000
2015 Production: $290,000
Fee business: 2
Years in industry: 13
TPM: n/a
Location: Duluth, Georgia
2016 AUM: $62 million
2015 AUM: $40 million
2016 Production: $645,000
2015 Production: $290,000
Fee business: 2
Years in industry: 13
james edward 214.878.6008
69. Russell Allen
Bank: Vision Bank
TPM: Raymond James
Location: Ada, Oklahoma
2016 AUM: $211 million
2015 AUM: $180 million
2016 Production: $701,000
2015 Production: $506,000
Fee business: 28%
Years in industry: 16
TPM: Raymond James
Location: Ada, Oklahoma
2016 AUM: $211 million
2015 AUM: $180 million
2016 Production: $701,000
2015 Production: $506,000
Fee business: 28%
Years in industry: 16
68. Salvatore Fernando
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $324 million
2015 AUM: $283 million
2016 Production: $1 million
2015 Production: $1 million
Fee business: 24%
Years in industry: 23
TPM: n/a
Location: New York
2016 AUM: $324 million
2015 AUM: $283 million
2016 Production: $1 million
2015 Production: $1 million
Fee business: 24%
Years in industry: 23
67. Owen Watstein
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $354 million
2015 AUM: $318 million
2016 Production: $1.6 million
2015 Production: $1.6 million
Fee business: 5%
Years in industry: 18
TPM: n/a
Location: New York
2016 AUM: $354 million
2015 AUM: $318 million
2016 Production: $1.6 million
2015 Production: $1.6 million
Fee business: 5%
Years in industry: 18
66. Joel Adams
Bank: Southside Bank
TPM: Raymond James
Location: Tyler, Texas
2016 AUM: $168 million
2015 AUM: $145 million
2016 Production: $1.2 million
2015 Production: $1.2 million
Fee business: 46%
Years in industry: 16
TPM: Raymond James
Location: Tyler, Texas
2016 AUM: $168 million
2015 AUM: $145 million
2016 Production: $1.2 million
2015 Production: $1.2 million
Fee business: 46%
Years in industry: 16
65. Pete Darke
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Washington, D.C.
2016 AUM: $214 million
2015 AUM: $195 million
2016 Production: $1.2 million
2015 Production: $1.2 million
Fee business: 81%
Years in industry: 20
TPM: n/a
Location: Washington, D.C.
2016 AUM: $214 million
2015 AUM: $195 million
2016 Production: $1.2 million
2015 Production: $1.2 million
Fee business: 81%
Years in industry: 20
64. Sidney Soria
Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Salt Lake City, Utah
2016 AUM: $86 million
2015 AUM: $39 million
2016 Production: $921,000
2015 Production: $1.1 million
Fee business: 24%
Years in industry: 15
TPM: LPL Financial
Location: Salt Lake City, Utah
2016 AUM: $86 million
2015 AUM: $39 million
2016 Production: $921,000
2015 Production: $1.1 million
Fee business: 24%
Years in industry: 15
63. Barry Moody
Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tennessee
2016 AUM: $213 million
2015 AUM: $178 million
2016 Production: $891,000
2015 Production: $864,000
Fee business: 62%
Years in industry: 24
TPM: Raymond James
Location: Nashville, Tennessee
2016 AUM: $213 million
2015 AUM: $178 million
2016 Production: $891,000
2015 Production: $864,000
Fee business: 62%
Years in industry: 24
62. Brett Everhart
Bank: Addison Avenue Investment Services (First Tech Federal Credit Union)
TPM: Raymond James
Location: San Diego
2016 AUM: $176 million
2015 AUM: $163 million
2016 Production: $1.6 million
2015 Production: $1.5 million
Fee business: 39%
Years in industry: 35
TPM: Raymond James
Location: San Diego
2016 AUM: $176 million
2015 AUM: $163 million
2016 Production: $1.6 million
2015 Production: $1.5 million
Fee business: 39%
Years in industry: 35
61. Lance Armstrong
Bank: First Hope Bank
TPM: Raymond James
Location: Columbia, New Jersey
2016 AUM: $176 million
2015 AUM: $189 million
2016 Production: $1.3 million
2015 Production: $1 million
Fee business: 62%
Years in industry: 15
TPM: Raymond James
Location: Columbia, New Jersey
2016 AUM: $176 million
2015 AUM: $189 million
2016 Production: $1.3 million
2015 Production: $1 million
Fee business: 62%
Years in industry: 15
60. Jason Holt
Bank: F&M Bank
TPM: LPL Financial
Location: Kannapolis, North Carolina
2016 AUM: $149 million
2015 AUM: $141 million
2016 Production: $1.3 million
2015 Production: $1.2 million
Fee business: 36
Years in industry: 20
TPM: LPL Financial
Location: Kannapolis, North Carolina
2016 AUM: $149 million
2015 AUM: $141 million
2016 Production: $1.3 million
2015 Production: $1.2 million
Fee business: 36
Years in industry: 20
59. Kathy Feeney
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Washington, D.C.
2016 AUM: $248 million
2015 AUM: $226 million
2016 Production: $1.4 million
2015 Production: $1.4 million
Fee business: 82%
Years in industry: 34
TPM: n/a
Location: Washington, D.C.
2016 AUM: $248 million
2015 AUM: $226 million
2016 Production: $1.4 million
2015 Production: $1.4 million
Fee business: 82%
Years in industry: 34
58. Chris Suraci
Bank: Citizens Bank
TPM: n/a
Location: Chestnut Hill, Massachusetts
2016 AUM: $105 million
2015 AUM: $61 million
2016 Production: $1 million
2015 Production: $1.1 million
Fee business: 48%
Years in industry: 20
TPM: n/a
Location: Chestnut Hill, Massachusetts
2016 AUM: $105 million
2015 AUM: $61 million
2016 Production: $1 million
2015 Production: $1.1 million
Fee business: 48%
Years in industry: 20
57. Austin Green
Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Salt Lake City, Utah
2016 AUM: $63 million
2015 AUM: $52 million
2016 Production: $782,000
2015 Production: $650,000
Fee business: 13%
Years in industry: 5
TPM: LPL Financial
Location: Salt Lake City, Utah
2016 AUM: $63 million
2015 AUM: $52 million
2016 Production: $782,000
2015 Production: $650,000
Fee business: 13%
Years in industry: 5
56. Robert Hanes
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $444 million
2015 AUM: $410 million
2016 Production: $1.9 million
2015 Production: $1.9 million
Fee business: 67%
Years in industry: 23
TPM: n/a
Location: New York
2016 AUM: $444 million
2015 AUM: $410 million
2016 Production: $1.9 million
2015 Production: $1.9 million
Fee business: 67%
Years in industry: 23
55. Kimberlee Bouska
Bank: Addison Avenue Investment Services (First Tech Federal Credit Union)
TPM: Raymond James
Location: Beaverton, Oregon
2016 AUM: $139 million
2015 AUM: $120 million
2016 Production: $919,000
2015 Production: $784,000
Fee business: 60%
Years in industry: 11
TPM: Raymond James
Location: Beaverton, Oregon
2016 AUM: $139 million
2015 AUM: $120 million
2016 Production: $919,000
2015 Production: $784,000
Fee business: 60%
Years in industry: 11
debora cartwright
54. Bernard Reina
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Los Angeles
2016 AUM: $191 million
2015 AUM: $178 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 65%
Years in industry: 17
TPM: n/a
Location: Los Angeles
2016 AUM: $191 million
2015 AUM: $178 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 65%
Years in industry: 17
53. Eden DeMar
Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $204 million
2015 AUM: $145 million
2016 Production: $1.2 million
2015 Production: $1.9 million
Fee business: 62%
Years in industry: 13
TPM: n/a
Location: New York
2016 AUM: $204 million
2015 AUM: $145 million
2016 Production: $1.2 million
2015 Production: $1.9 million
Fee business: 62%
Years in industry: 13
52. Aaron Schmidt
Bank: American State Bank and Trust
TPM: Raymond James
Location: Williston, North Dakota
2016 AUM: $233 million
2015 AUM: $230 millon
2016 Production: $1.7 million
2015 Production: $1.2 million
Fee business: 37%
Years in industry: 16
TPM: Raymond James
Location: Williston, North Dakota
2016 AUM: $233 million
2015 AUM: $230 millon
2016 Production: $1.7 million
2015 Production: $1.2 million
Fee business: 37%
Years in industry: 16
51. Name: Tracy Duncan
Bank: Allegacy Federal Credit Union
TPM: CUSO Financial
Location: Clemmons, North Carolina
2016 AUM: $261 million
2015 AUM: $244 million
2016 Production: $1.8 million
2015 Production: $1.9 million
Fee business: 89%
Years in industry: 16
TPM: CUSO Financial
Location: Clemmons, North Carolina
2016 AUM: $261 million
2015 AUM: $244 million
2016 Production: $1.8 million
2015 Production: $1.9 million
Fee business: 89%
Years in industry: 16
