The Next 50 (Part 2)
Published November 25, 2013 4:32 PM
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Updated April 25, 2016 3:02 PM
1 Min Read
The Next 50 (Part 2)
Next week, well unveil our annual Top 50 Bank Advisors in print and online. In the meantime, were proud to present our debut of The Next 50. These advisors ranked 51 through 100 in our final analysis.
Today we are showing Nos. 51 through 75. Yesterday, we had Nos. 76 through 100.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, including: assets under management; percentage growth in AUM from the prior year; trailing 12-month production; percentage growth in T-12 production; amount of fee-based business; and the ratio of production to AUM.
Image: Thinkstock
Today we are showing Nos. 51 through 75. Yesterday, we had Nos. 76 through 100.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, including: assets under management; percentage growth in AUM from the prior year; trailing 12-month production; percentage growth in T-12 production; amount of fee-based business; and the ratio of production to AUM.
Image: Thinkstock
<b>75. Michelle Erwin</b>
Bank: SunTrust Investment Services, Inc.
TPM: N/A
2013 AUM: $117 million
2012 AUM: $90 million
2013 Production: $717,000
2012 Production: $523,000
Fee-business: 43%
TPM: N/A
2013 AUM: $117 million
2012 AUM: $90 million
2013 Production: $717,000
2012 Production: $523,000
Fee-business: 43%
<b>74. Sean Driscoll</b>
Bank: TowneBank
TPM: Raymond James
2013 AUM: $93 million
2012 AUM: $66 million
2013 Production: $640,000
2012 Production: $450,000
Fee-business: 41%
TPM: Raymond James
2013 AUM: $93 million
2012 AUM: $66 million
2013 Production: $640,000
2012 Production: $450,000
Fee-business: 41%
<b>73. Tom Mahowski</b>
Bank: Wells Fargo
TPM: N/A
2013 AUM: $176 million
2012 AUM: $161 million
2013 Production: $1.5 million
2012 Production: $1.1 million
Fee-business: 61%
TPM: N/A
2013 AUM: $176 million
2012 AUM: $161 million
2013 Production: $1.5 million
2012 Production: $1.1 million
Fee-business: 61%
<b>72. Jeffrey J. Alger</b>
Bank: SunTrust
TPM: N/A
2013 AUM: $300 million
2012 AUM: $250 million
2013 Production: $1.3 million
2012 Production: $1.1 million
Fee-business: 11%
TPM: N/A
2013 AUM: $300 million
2012 AUM: $250 million
2013 Production: $1.3 million
2012 Production: $1.1 million
Fee-business: 11%
<b>71. Emile Abinader</b>
Bank: Citibank
TPM: N/A
2013 AUM: $313 million
2012 AUM: $301 million
2013 Production: $2.6 million
2012 Production: $2.6 million
Fee-business: 86%
TPM: N/A
2013 AUM: $313 million
2012 AUM: $301 million
2013 Production: $2.6 million
2012 Production: $2.6 million
Fee-business: 86%
<b>70. Jimmy May</b>
Bank: First Bank and Trust
TPM: Raymond James
2013 AUM: $114 million
2012 AUM: $100 million
2013 Production: $826,000
2012 Production: $441,000
Fee-business: 24%
TPM: Raymond James
2013 AUM: $114 million
2012 AUM: $100 million
2013 Production: $826,000
2012 Production: $441,000
Fee-business: 24%
<b>69. Wayne Rogers</b>
Bank: Wells Fargo
TPM: N/A
2013 AUM: $220 million
2012 AUM: $184 million
2013 Production: $1.5 million
2012 Production: $1.2 million
Fee-business: 70%
TPM: N/A
2013 AUM: $220 million
2012 AUM: $184 million
2013 Production: $1.5 million
2012 Production: $1.2 million
Fee-business: 70%
<b>68. Jeff Alejandro, Jr.</b>
Bank: Addison Avenue Investment Services
TPM: Raymond James
2013 AUM: $82 million
2012 AUM: $72 million
2013 Production: $711,000
2012 Production: $306,000
Fee-business: 61%
TPM: Raymond James
2013 AUM: $82 million
2012 AUM: $72 million
2013 Production: $711,000
2012 Production: $306,000
Fee-business: 61%
<b>67. Robert Hanes</b>
Bank: Citibank
TPM: N/A
2013 AUM: $381 million
2012 AUM: $380 million
2013 Production: $2.1 million
2012 Production: $1.7 million
Fee-business: 43%
TPM: N/A
2013 AUM: $381 million
2012 AUM: $380 million
2013 Production: $2.1 million
2012 Production: $1.7 million
Fee-business: 43%
<b>66. Matthew G. Griffin</b>
Bank: Family Trust Federal Credit Union
TPM: LPL Financial
2013 AUM: $47 million
2012 AUM: $34 million
2013 Production: $403,000
2012 Production: $229,000
Fee-business: 91%
TPM: LPL Financial
2013 AUM: $47 million
2012 AUM: $34 million
2013 Production: $403,000
2012 Production: $229,000
Fee-business: 91%
<b>65. Carolyn DuQuen</b>
Bank: Apple Bank
TPM:ENSI
2013 AUM: $55 million
2012 AUM: $50 million
2013 Production: $420,852
2012 Production: $353,357
Fee-business: 0%
TPM:ENSI
2013 AUM: $55 million
2012 AUM: $50 million
2013 Production: $420,852
2012 Production: $353,357
Fee-business: 0%
<b>64. Debra Alberto</b>
Bank: Wells Fargo
TPM: N/A
2013 AUM: $173 million
2012 AUM: $140 million
2013 Production: $1.3 million
2012 Production: $1.0 million
Fee-business: 90%
TPM: N/A
2013 AUM: $173 million
2012 AUM: $140 million
2013 Production: $1.3 million
2012 Production: $1.0 million
Fee-business: 90%
<b>63. Rodney Horelka</b>
Bank: First Victoria National Bank
TPM: Cetera Financial Institutions
2013 AUM: $151 million
2012 AUM: $126 million
2013 Production: $1.4 million
2012 Production: $1.2 million
Fee-business: 18%
TPM: Cetera Financial Institutions
2013 AUM: $151 million
2012 AUM: $126 million
2013 Production: $1.4 million
2012 Production: $1.2 million
Fee-business: 18%
<b>62. Eileen Allen</b>
Bank: Wells Fargo
TPM: N/A
2013 AUM: $242 million
2012 AUM: $$210 million
2013 Production: $1.4 million
2012 Production: $963,000
Fee-business: 60%
TPM: N/A
2013 AUM: $242 million
2012 AUM: $$210 million
2013 Production: $1.4 million
2012 Production: $963,000
Fee-business: 60%
<b>61. Robert Wilson</b>
Bank: Wells Fargo
TPM: N/A
2013 AUM: $123 million
2012 AUM: $95 million
2013 Production: $1.1 million
2012 Production: $788,000
Fee-business: 76%
TPM: N/A
2013 AUM: $123 million
2012 AUM: $95 million
2013 Production: $1.1 million
2012 Production: $788,000
Fee-business: 76%
<b>60. Harold Harris III</b>
Bank: Trustmark National Bank
TPM: LPL Financial
2013 AUM: $88 million
2012 AUM: $78 million
2013 Production: $1.2 million
2012 Production: $894,000
Fee-business: 0%
TPM: LPL Financial
2013 AUM: $88 million
2012 AUM: $78 million
2013 Production: $1.2 million
2012 Production: $894,000
Fee-business: 0%
<b>59. John Kane</b>
Bank: Citadel Credit Union
TPM: CUSO Financial Services
2013 AUM: $97 million
2012 AUM: $71 million
2013 Production: $723,000
2012 Production: $542,000
Fee-business: 47%
TPM: CUSO Financial Services
2013 AUM: $97 million
2012 AUM: $71 million
2013 Production: $723,000
2012 Production: $542,000
Fee-business: 47%
<b>58. Greg Broerman</b>
Bank: Johnson Investment Services
TPM: Invest Financial Corp.
2013 AUM: $152 million
2012 AUM: $131 million
2013 Production: $970,000
2012 Production: $670,000
Fee-business: 2%
TPM: Invest Financial Corp.
2013 AUM: $152 million
2012 AUM: $131 million
2013 Production: $970,000
2012 Production: $670,000
Fee-business: 2%
<b>57. Melanie Weischwill</b>
Bank: First Victoria National Bank
TPM: Cetera Financial Institutions
2013 AUM: $197 million
2012 AUM: $177 million
2013 Production: $1.9 million
2012 Production: $1.8 million
Fee-business: 34%
TPM: Cetera Financial Institutions
2013 AUM: $197 million
2012 AUM: $177 million
2013 Production: $1.9 million
2012 Production: $1.8 million
Fee-business: 34%
<b>56. Mike Stevens</b>
Bank: Wells Fargo
TPM: N/A
2013 AUM: $143 million
2012 AUM: $125 million
2013 Production: $1.5 million
2012 Production: $955,000
Fee-business: 23%
TPM: N/A
2013 AUM: $143 million
2012 AUM: $125 million
2013 Production: $1.5 million
2012 Production: $955,000
Fee-business: 23%
<b>55. Alex Marks</b>
Bank: Citibank
TPM: N/A
2013 AUM: $439 million
2012 AUM: $410 million
2013 Production: $2.3 million
2012 Production: $1.9 million
Fee-business: 42%
TPM: N/A
2013 AUM: $439 million
2012 AUM: $410 million
2013 Production: $2.3 million
2012 Production: $1.9 million
Fee-business: 42%
<b>54. Michael McGarrity</b>
Bank: Wells Fargo
TPM: N/A
2013 AUM: $190 million
2012 AUM: $170 million
2013 Production: $1.5 million
2012 Production: $800,000
Fee-business: 44%
TPM: N/A
2013 AUM: $190 million
2012 AUM: $170 million
2013 Production: $1.5 million
2012 Production: $800,000
Fee-business: 44%
<b>53. Bryan Pecherek</b>
Bank: Merck Sharp and Dohme Federal
TPM: Invest Financial Corp.
2013 AUM: $35 million
2012 AUM: $19 million
2013 Production: $578,000
2012 Production: $188,000
Fee-business: 19%
TPM: Invest Financial Corp.
2013 AUM: $35 million
2012 AUM: $19 million
2013 Production: $578,000
2012 Production: $188,000
Fee-business: 19%
<b>52. Edward Gibson</b>
Bank: Citibank
TPM: N/A
2013 AUM: $211 million
2012 AUM: $216 million
2013 Production: $1.7 million
2012 Production: $1.4 million
Fee-business: 70%
TPM: N/A
2013 AUM: $211 million
2012 AUM: $216 million
2013 Production: $1.7 million
2012 Production: $1.4 million
Fee-business: 70%
<b>51. Randall Krenzin</b>
Bank: Wells Fargo
TPM: N/A
2013 AUM: $365 million
2012 AUM: $335 million
2013 Production: $2.6 million
2012 Production: $1.9 million
Fee-business: 73%
TPM: N/A
2013 AUM: $365 million
2012 AUM: $335 million
2013 Production: $2.6 million
2012 Production: $1.9 million
Fee-business: 73%
