Top Bank Advisors by Revenue Increases
Published March 28, 2014 3:03 PM
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Updated April 25, 2016 2:48 PM
1 Min Read
Top Bank Advisors by Revenue Increases
We ran our signature BIC Top 50 in December and, as a new feature, we also ran the Next 50 as an online complement. Those rankings were based on our own algorithm of six different variables. Here, we take a fresh look at all 100 bank advisors and list the top 25 based solely on percentage increase in production on a year-over-year basis. The numbers after their names indicate where they ranked on our original lists.
<b>25. David Jones (28)</b>
Bank: Lake City Bank
TPM: Cetera Financial
2013 Production: $1.9 million
% Increase in Production: 50%
2013 AUM: $100 million
Fee-based business: 0%
TPM: Cetera Financial
2013 Production: $1.9 million
% Increase in Production: 50%
2013 AUM: $100 million
Fee-based business: 0%
<b>24. Stephen Scholler (26) </b>
Bank: Wells Fargo
TPM: None
2013 Production: $1.3 million
% Increase in Production: 51%
2013 AUM: $154 million
Fee-based business: 86%
TPM: None
2013 Production: $1.3 million
% Increase in Production: 51%
2013 AUM: $154 million
Fee-based business: 86%
<b>23. John (Jay) Burkett (45)</b>
Bank: United Community Banks
TPM: Invest Financial
2013 Production: $885,000
% Increase in Production: 55%
2013 AUM: $66 million
Fee-based business: 3%
TPM: Invest Financial
2013 Production: $885,000
% Increase in Production: 55%
2013 AUM: $66 million
Fee-based business: 3%
<b>22. Wesley Perman (84)</b>
Bank: PNC
TPM: none
2013 Production: $612,000
% Increase in Production: 56%
2013 AUM: $94 million
Fee-business: 67%
TPM: none
2013 Production: $612,000
% Increase in Production: 56%
2013 AUM: $94 million
Fee-business: 67%
<b>21. Mike Stevens (56) </b>
Bank: Wells Fargo
TPM: N/A
2013 Production: $1.5 million
% Increase in Production: 57%
2013 AUM: $143 million
Fee-business: 23%
TPM: N/A
2013 Production: $1.5 million
% Increase in Production: 57%
2013 AUM: $143 million
Fee-business: 23%
<b>20. Steven Sayegh (39) </b>
Bank: New York Community Bank
TPM: LPL Financial
2013 Production: $910,000
% Increase in Production: 59%
2013 AUM: $99 million
Fee-based business: 7%
TPM: LPL Financial
2013 Production: $910,000
% Increase in Production: 59%
2013 AUM: $99 million
Fee-based business: 7%
<b>19. William Murphy (1) </b>
Bank: Wells Fargo
TPM: none
2013 Production: $1.6 million
% Increase in Production: 61%
2013 AUM: $192 million
Fee-based business: 67%
TPM: none
2013 Production: $1.6 million
% Increase in Production: 61%
2013 AUM: $192 million
Fee-based business: 67%
<b>18. Charles Gualano (42) </b>
Bank: Trustmark National Bank
TPM: LPL Financial
2013 Production: $1.5 million
% Increase in Production: 65%
2013 AUM: $113 million
Fee-based business: 28%
TPM: LPL Financial
2013 Production: $1.5 million
% Increase in Production: 65%
2013 AUM: $113 million
Fee-based business: 28%
<b>17. Bruce Knott (3) </b>
Bank: Wells Fargo
TPM: none
2013 Production: $3.3 million
% Increase in Production: 70%
2013 AUM: $513 million
Fee-based business: 86%
TPM: none
2013 Production: $3.3 million
% Increase in Production: 70%
2013 AUM: $513 million
Fee-based business: 86%
<b>16. Matthew G. Griffin (66) </b>
Bank: Family Trust Federal Credit Union
TPM: LPL Financial
2013 Production: $403,000
% Increase in Production: 76%
2013 AUM: $47 million
Fee-business: 91%
TPM: LPL Financial
2013 Production: $403,000
% Increase in Production: 76%
2013 AUM: $47 million
Fee-business: 91%
<b>15. Susan Welo (27) </b>
Bank: First State Bank of North Dakota
TPM: Securities America
2013 Production: $1.2 million
% Increase in Production: 78%
2013 AUM: $78 million
Fee-based business: 0%
TPM: Securities America
2013 Production: $1.2 million
% Increase in Production: 78%
2013 AUM: $78 million
Fee-based business: 0%
<b>14. Ronda Arnett (16) </b>
Bank: Columbia State Bank
TPM: Cetera Financial
2013 Production: $1.3 million
% Increase in Production: 79%
2013 AUM: $53 million
Fee-based business: 40%
TPM: Cetera Financial
2013 Production: $1.3 million
% Increase in Production: 79%
2013 AUM: $53 million
Fee-based business: 40%
<b>13. Doug Leonzi (9) </b>
Bank: National Penn Bank
TPM: Cetera Financial
2013 Production: $1.6 million
% Increase in Production: 82%
2013 AUM: $78 million
Fee-based business: 48%
TPM: Cetera Financial
2013 Production: $1.6 million
% Increase in Production: 82%
2013 AUM: $78 million
Fee-based business: 48%
<b>12. Jimmy May (70) </b>
Bank: First Bank and Trust
TPM: Raymond James
2013 Production: $826,000
% Increase in Production: 87.3%
2013 AUM: $114 million
Fee-business: 24%
TPM: Raymond James
2013 Production: $826,000
% Increase in Production: 87.3%
2013 AUM: $114 million
Fee-business: 24%
<b>11. Michael McGarrity (54) </b>
Bank: Wells Fargo
TPM: N/A
2013 Production: $1.5 million
% Increase in Production: 87.5%
2013 AUM: $190 million
Fee-business: 44%
TPM: N/A
2013 Production: $1.5 million
% Increase in Production: 87.5%
2013 AUM: $190 million
Fee-business: 44%
<b>10. Caleb Kennedy (43) </b>
Bank: Space Coast Credit Union
TPM: LPL Financial
2013 Production: $949,000
% Increase in Production: 87.6%
2013 AUM: $60 million
Fee-based business: 1%
TPM: LPL Financial
2013 Production: $949,000
% Increase in Production: 87.6%
2013 AUM: $60 million
Fee-based business: 1%
<b>9. Jose Cruz (15) </b>
Bank: International Bank of Commerce
TPM: LPL Financial
2013 Production: $1.3 million
% Increase in Production: 88.2%
2013 AUM: $115 million
Fee-based business: 0%
TPM: LPL Financial
2013 Production: $1.3 million
% Increase in Production: 88.2%
2013 AUM: $115 million
Fee-based business: 0%
<b>8. Judy Leahy (21) </b>
Bank: Citibank
TPM: None
2013 Production: $1.4 million
% Increase in Production: 100%
2013 AUM: $139 million
Fee-based business: 20%
TPM: None
2013 Production: $1.4 million
% Increase in Production: 100%
2013 AUM: $139 million
Fee-based business: 20%
<b>7. Josh Haber (6) </b>
Bank: Citibank
TPM: none
2013 Production: $3.3 million
% Increase in Production: 106%
2013 AUM: $381 million
Fee-based business: 28%
TPM: none
2013 Production: $3.3 million
% Increase in Production: 106%
2013 AUM: $381 million
Fee-based business: 28%
<b>6. Brett Everhart (4) </b>
Bank: Addison Avenue Investments
TPM: Raymond James
2013 Production: $1.2 million
% Increase in Production: 125%
2013 AUM: $138 million
Fee-based business: 24%
TPM: Raymond James
2013 Production: $1.2 million
% Increase in Production: 125%
2013 AUM: $138 million
Fee-based business: 24%
<b>5. Jeff Alejandro Jr. (68) </b>
Bank: Addison Avenue Investment Services
TPM: Raymond James
2013 Production: $711,000
% Increase in Production: 132%
2013 AUM: $82 million
Fee-business: 61%
TPM: Raymond James
2013 Production: $711,000
% Increase in Production: 132%
2013 AUM: $82 million
Fee-business: 61%
<b>4. Fernando Montemayor (2) </b>
Bank: International Bank of Commerce
TPM: LPL Financial
2013 Production: $1.8 million
% Increase in Production: 146%
2013 AUM: $120 million
Fee-based business: 0%
TPM: LPL Financial
2013 Production: $1.8 million
% Increase in Production: 146%
2013 AUM: $120 million
Fee-based business: 0%
<b>3. Bryan Pecherek (53) </b>
Bank: Merck Sharp and Dohme Federal Credit Union
TPM: Invest Financial Corp.
2013 Production: $578,000
% Increase in Production: 207%
2013 AUM: $35 million
Fee-business: 19%
TPM: Invest Financial Corp.
2013 Production: $578,000
% Increase in Production: 207%
2013 AUM: $35 million
Fee-business: 19%
<b>2.Ted Halseth (33) </b>
Bank: Addison Avenue
TPM: Raymond James
2013 Production: $764,000
% Increase in Production: 240%
2013 AUM: $83 million
Fee-based business: 30%
TPM: Raymond James
2013 Production: $764,000
% Increase in Production: 240%
2013 AUM: $83 million
Fee-based business: 30%
<b>1. Gregory Brown (41) </b>
Bank: Happy State Bank
TPM: LPL Financial
2013 Production: $821,000
% Increase in Production: 270%
2013 AUM: $73 million
Fee-based business: 0%
TPM: LPL Financial
2013 Production: $821,000
% Increase in Production: 270%
2013 AUM: $73 million
Fee-based business: 0%
