A Closer Look at the Top 50 Bank Reps
Published December 1, 2010 12:00 AM
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Updated April 22, 2016 3:17 PM
1 Min Read
50. John Nixon
50. John Nixon
Bank/TPM: Michigan Commerce Bank/Primevest
Location: Ann Arbor, Mich.
2010 production: $765,000
2009 production: $702,768
2010 AUM: $216m
2009 AUM: $257m
No. of branches: 2
Deposits covered: $100m
Product mix: Bonds/fixed income 41%, mutual funds 23%, other 18%, equities 14%, VAs 2%, FAs 1%, insurance 1%
A 30-year industry veteran, John Nixon spent his first 18 years in the wirehouses before shifting to a community bank, a career change that took his business to the next level. His experience, commitment to high-touch service and exceptional financial services acumen make him a tremendous asset to his Michigan-based clients.
49. Ron Anderson
49. Ron Anderson
Bank/TPM: Bank of Colorado/Raymond James
Location: Colorado Springs, Col.
2010 production: $370,199
2009 production: $329,413
2010 AUM: $22m
2009 AUM: $56m
No. of branches: 1
Deposits covered: $48m
Product mix: Mutual funds 65%, managed accounts 20%, equities 8%, VAs 5%, bonds/fixed income 2%
Ron Anderson, who specializes in wealth management services for high-net-worth business owners, began his career as a petroleum geologist in the early 1980s, specializing in the Rocky Mountain region for oil and gas exploration.
48. Steve Kennedy
48. Steve Kennedy
Bank/TPM: TowneBank/ Raymond James
Location: Newport News, Va.
2010 production: $969,171
2009 production: $870,848
2010 AUM: $123m
2009 AUM: $111m
No. of branches: 2
Deposits covered: $124m
Product mix: Managed accounts 52%, VAs 15%, mutual funds 11%, equities 9%, bonds/fixed income 8%, FAs 4%, insurance 1%
Steve Kennedy, a 25-year industry veteran, spent six years as vice president in the private client services division with the eighth-largest bank in the country. Prior to that, he was the managing investment officer at a local credit union.
47. Doug Leonzi
47. Doug Leonzi
Bank/TPM: National Penn Bank/Primevest
Location: Allentown, Pa.
2010 production: $1.2m
2009 production: $332,465
2010 AUM: $83m
2009 AUM: $78m
No. of branches: 6
Deposits covered: $150m
Product mix: Managed accounts 31%, VAs 29%, equities 15%, FAs 9%, mutual funds 9%, insurance 5%, bonds/fixed income 2%
A standout quarterback and wide receiver during his days on the gridiron, Doug Leonzi's competitiveness and winning attitude continue to drive his success as a financial advisor. Leonzi is among Primevest's leaders in commission-based revenues.
46. Brock Kidd
46. Brock Kidd
Bank/TPM: Pinnacle National Bank/Raymond James
Location: Nashville, Tenn.
2010 production: $826,620
2009 production: $679,241
2010 AUM: $120m
2009 AUM: $127m
No. of branches: 1
Deposits covered: $100m
Product mix: Managed accounts 52%, mutual funds 27%, VAs 11%, bonds/fixed income 7%, equities 3%
Brock Kidd specializes in separately managed accounts with strategic sector weightings using stocks, bonds, exchange-traded funds and mutual funds. He relies on community involvement to reinforce his presence and maintain confidence with his client base.
45. Steven Goldberg
45. Steven Goldberg
Bank/TPM: SunTrust
Location: Hyattsville, Md.
2010 production: $1.5m
2009 production: $1.4m
2010 AUM: $252m
2009 AUM: $145m
No. of branches: 3
Deposits covered: $180m
Product mix: Insurance 21%, managed accounts 17%, FAs 17%, VAs 16%, mutual funds 16%, other 8%, bonds/fixed income 3%, equities 2%
Steven Goldberg manages his practice and support staff in a manner that prioritizes activities, drives revenue, and exceeds customer expectations. As a result, Goldberg receives a significant volume of referrals from clients and their families.
44. David Jones
44. David Jones
Bank/TPM: Lake City Bank/Primevest
Location: Warsaw, Ind.
2010 production: $1.2m
2009 production: $768,287
2010 AUM: $50m
2009 AUM: $43m
No. of branches: 10
Deposits covered: $145m
Product mix: VAs 66%, mutual funds 13%, FAs 12%, equities 7%, bonds/fixed income 1%, insurance 1%
Upon college graduation, David Jones entered the theological seminary and then shifted into financial services. Ten years later, he has emerged as one of Primevest's top performers, serving a book of approximately 400 clients with exclusively commission-based solutions.
