Top Bank Advisors by Production
February 10, 2014 5:36 PM
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.
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)
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 ONeill 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)
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)
Bank: Johnson Bank
TPM: Invest Financial
2013 Production: $1.8 million
2012 Production: $1.5 million
2013 AUM: $221,000
t2012 AUM: $269,000
Fee-business: 0%
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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%
