Top Bank Advisors: Where They Work
Published May 18, 2015 8:22 AM
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Updated August 10, 2016 10:05 AM
1 Min Read
Top Bank Advisors: Where They Work
Ever wondered which banks and TPMs have the most of our top advisors? Here are the 11 institutions that have at least two of our top 100 advisors (the BIC Top 50 plus the Next 50.)
Scroll through or click here to view this list in a one page version.
Scroll through or click here to view this list in a one page version.
Infinex (2 of 100)
38. Brian Allsop, Canton, Mass. (Bank of Canton)
46. Audra Lubawski, Southern Pines, N.C. (First Bank)
46. Audra Lubawski, Southern Pines, N.C. (First Bank)
Essex (2 of 100)
37. Joseph Barreca, New Orleans, La. (Iberia Bank)
50. Carolyn DuQuen-Higgins, Smithtown, N.Y. (Apple Bank for Savings)
50. Carolyn DuQuen-Higgins, Smithtown, N.Y. (Apple Bank for Savings)
Investment Center of America (3 of 100)
23. Kevin Dunnigan, Loveland, Colo. (Home State Bank)
48. Randy Quale, Watford City, N.D. (First International Bank)
68. Paul Hummel, Loveland, Colo. (Home State Bank)
48. Randy Quale, Watford City, N.D. (First International Bank)
68. Paul Hummel, Loveland, Colo. (Home State Bank)
CUSO Financial (4 of 100)
24. John Kane, West Chester, Penn. (Citadel Federal Credit Union)
47. Kevin McDermott, West Chester, Penn. (Citadel Federal Credit Union)
95. Tracy Duncan, Winston-Salem, N.C. (Allegacy Federal Credit Union)
99. Charles Lutz, San Antonio, Texas (San Antonio Federal Credit Union)
47. Kevin McDermott, West Chester, Penn. (Citadel Federal Credit Union)
95. Tracy Duncan, Winston-Salem, N.C. (Allegacy Federal Credit Union)
99. Charles Lutz, San Antonio, Texas (San Antonio Federal Credit Union)
Cetera (5 of 100)
9. Rodney Horelka, Victoria, Texas (Prosperity Bank)
19. William Eastburn, Yorktown, Va (Langley Federal Credit Union)
49. Doug Leonzi, Allentown, Penn. (National Penn)
80. Beverly Gleason, Spokane, Wash. (Washington Trust)
92. Julie Dusing, Crestview Hills, Ky. (Bank of Kentucky)
19. William Eastburn, Yorktown, Va (Langley Federal Credit Union)
49. Doug Leonzi, Allentown, Penn. (National Penn)
80. Beverly Gleason, Spokane, Wash. (Washington Trust)
92. Julie Dusing, Crestview Hills, Ky. (Bank of Kentucky)
SunTrust Bank (6 of 100)
6. Michael Grimes, The Villages, Fla.
20. W. Russell Dyer, Winter Haven, Fla.
79. Lester Ernest, Orlando, Fla.
89. Michael Hoffman, Savannah, Ga.
90. Phillip Margy, Melbourne, Fla.
91. Craig Coopersmith, Orlando, Fla.
20. W. Russell Dyer, Winter Haven, Fla.
79. Lester Ernest, Orlando, Fla.
89. Michael Hoffman, Savannah, Ga.
90. Phillip Margy, Melbourne, Fla.
91. Craig Coopersmith, Orlando, Fla.
Invest Financial (7 of 100)
13. Daniel Tyler Abbott, Dayton, Tenn. (FirstBank)
30. Daniel Cibula, Racine, Wis. (Johnson Investment Services)
41. Jude McDonough, Scranton, Penn. (Community Bank)
45. Ronald Baliton, Stuart, Fla. (Seacoast Wealth Management)
96. Brent Murphree, Osage Beach, Mo. (The Central Trust Bank)
97. Peter Cirillo, Basking Ridge, N.J. (Affinity Federal Credit Union)
100. David O'Neil, Boonville, N.Y. (Community Bank)
30. Daniel Cibula, Racine, Wis. (Johnson Investment Services)
41. Jude McDonough, Scranton, Penn. (Community Bank)
45. Ronald Baliton, Stuart, Fla. (Seacoast Wealth Management)
96. Brent Murphree, Osage Beach, Mo. (The Central Trust Bank)
97. Peter Cirillo, Basking Ridge, N.J. (Affinity Federal Credit Union)
100. David O'Neil, Boonville, N.Y. (Community Bank)
Citibank (11 of 100)
3. Emile Abinader, Granada Hills, Calif.
17. Peter Shieh, Rowland Height, Calif.
18. Andrew Vahab, New York, N.Y.
34. Jeff Goble, Huntington Beach, Calif.
55. Brad Goldberg, Chicago, Illi.
71. Seth Marcus, New York, N.Y.
76. Peter Nielsen, New York, N.Y.
77. Christopher Barron, New York, N.Y.
82. Eden DeMar Anderson, New York, N.Y.
83. Mario Fratto, New York, N.Y.
86. Bernard Reina, Los Angeles, Calif.
17. Peter Shieh, Rowland Height, Calif.
18. Andrew Vahab, New York, N.Y.
34. Jeff Goble, Huntington Beach, Calif.
55. Brad Goldberg, Chicago, Illi.
71. Seth Marcus, New York, N.Y.
76. Peter Nielsen, New York, N.Y.
77. Christopher Barron, New York, N.Y.
82. Eden DeMar Anderson, New York, N.Y.
83. Mario Fratto, New York, N.Y.
86. Bernard Reina, Los Angeles, Calif.
Raymond James (14 of 100)
5. Patrick Varney, Windsor, Colo. (Bank of Colorado)
11. Steven Kennedy, Newport News, Va. (TowneBank)
14. James Hare, Nashville, Tenn. (Pinnacle Bank)
26. Frederick Greene, The Woodlands, Texas (Woodforest National Bank)
27. Michelle Ashworth, Corning, N.Y. (Corning Credit Union)
31. Gregory Malin, Camp Hill, Penn. (Fulton Financial Advisors)
39. Paul Stetter, Jr., Ephrata, Penn. (Fulton Financial Advisors)
53. Annette Martin, Lancaster, Penn. (Fulton Financial Advisors)
56. Brock Kidd, Nashville, Tenn. (Pinnacle Bank)
57. Gregory Scott, Panama City, Fla. (Summit Bank)
60. Todd Dathe, Sioux Falls, S.D. (First Bank & Trust)
62. Michael Lipkins, Palo Alto, Calif. (Addison Avenue Investment Services)
63. Kelly Hosek, Sioux Falls, S.D. (Home Federal Bank)
75. Endry Surjanto, Cupertino, Calif. (Addison Avenue Investment Services)
11. Steven Kennedy, Newport News, Va. (TowneBank)
14. James Hare, Nashville, Tenn. (Pinnacle Bank)
26. Frederick Greene, The Woodlands, Texas (Woodforest National Bank)
27. Michelle Ashworth, Corning, N.Y. (Corning Credit Union)
31. Gregory Malin, Camp Hill, Penn. (Fulton Financial Advisors)
39. Paul Stetter, Jr., Ephrata, Penn. (Fulton Financial Advisors)
53. Annette Martin, Lancaster, Penn. (Fulton Financial Advisors)
56. Brock Kidd, Nashville, Tenn. (Pinnacle Bank)
57. Gregory Scott, Panama City, Fla. (Summit Bank)
60. Todd Dathe, Sioux Falls, S.D. (First Bank & Trust)
62. Michael Lipkins, Palo Alto, Calif. (Addison Avenue Investment Services)
63. Kelly Hosek, Sioux Falls, S.D. (Home Federal Bank)
75. Endry Surjanto, Cupertino, Calif. (Addison Avenue Investment Services)
LPL (16 of 100)
1.tRussell Cesari, Herndon, Va. (Northwest Federal Credit Union)
10. James Christy, Herndon, Va. (Northwest Federal Credit Union)
16. Raymond Beloin, Bristol, Conn. (Webster Bank)
25. Cynthia Giovacchino, Ansonia, Conn. (Webster Bank)
29. James Bish, Butler, Penn. (First Niagara Bank)
32. Matthew Griffin, Rock Hill, S.C. (Family Trust Federal Credit Union)
72. Michael Blackham, Taylorsville, Utah (Mountain America Credit Union)
78. Gus Caballero, Miami, Fla. (Space Coast Credit Union)
81. Jordan Curtis, Centerville, Utah (Mountain America Credit Union)
84. James Marquardt, Rochester, Minn. (Eastwood Bank)
85. Sidney Soria, Holladay, Utah (Mountain America Credit Union)
87. Jeffrey Letendre, Salem, Mass. (Salem Five Cent Savings Bank)
88. Robert Cortes, Titusville, Fla. (Space Coast Credit Union)
93. John Evans, Iowa City, Iowa (Midwestone Bank)
94. Charles Gualano, Brandon, Miss. (Trustmark National Bank)
98. Mark Gavrilov, Brooklyn, N.Y. (Astoria Federal Savings)
10. James Christy, Herndon, Va. (Northwest Federal Credit Union)
16. Raymond Beloin, Bristol, Conn. (Webster Bank)
25. Cynthia Giovacchino, Ansonia, Conn. (Webster Bank)
29. James Bish, Butler, Penn. (First Niagara Bank)
32. Matthew Griffin, Rock Hill, S.C. (Family Trust Federal Credit Union)
72. Michael Blackham, Taylorsville, Utah (Mountain America Credit Union)
78. Gus Caballero, Miami, Fla. (Space Coast Credit Union)
81. Jordan Curtis, Centerville, Utah (Mountain America Credit Union)
84. James Marquardt, Rochester, Minn. (Eastwood Bank)
85. Sidney Soria, Holladay, Utah (Mountain America Credit Union)
87. Jeffrey Letendre, Salem, Mass. (Salem Five Cent Savings Bank)
88. Robert Cortes, Titusville, Fla. (Space Coast Credit Union)
93. John Evans, Iowa City, Iowa (Midwestone Bank)
94. Charles Gualano, Brandon, Miss. (Trustmark National Bank)
98. Mark Gavrilov, Brooklyn, N.Y. (Astoria Federal Savings)
Wells Fargo (25 of 100)
2. Joel Worsfold, Clive, Iowa
4. Garrett Stringer, Raleigh, N.C.
7. Rob Reich, McLean, Va.
8. William Oliver, Charlotte, N.C.
12. Justin Mace, Corte Madera, Calif.
15. Debra Alberto, Clive, Iowa
21. Michael Abrams, Palo Alto, Calif.
22. Ward Welles, Denver, Colo.
28. Jason Mayer, Charlotte, N.C.
33. Angie Ostendarp, Charlotte, N.C.
36. William Murphy, The Woodlands, Texas
51. Joseph Nelson, Menlo Park, Calif.
52. Kathleen Malone, Charlotte, N.C.
54. Sasha Azarmi, Beverly Hills, Calif.
58. Robert Sasser, Florence, S.C.
59. Eric Kohlmeier, Park Ridge, N.J.
61. Matt Fryar, Des Moines, Iowa
64. Bryan Halstead, Richmond, Va.
65. David Diaz, Denver, Colo.
66. Randall McCright, Cedar Rapids, Iowa
67. Jennifer Garcia, Encino, Calif.
69. Brian Carey, San Jose, Calif.
70. Paul Boscia, Palo Alto, Calif.
73. Kevin Morrow, Santa Rosa, Calif.
74. Randall Krenzin, San Jose, Calif.
4. Garrett Stringer, Raleigh, N.C.
7. Rob Reich, McLean, Va.
8. William Oliver, Charlotte, N.C.
12. Justin Mace, Corte Madera, Calif.
15. Debra Alberto, Clive, Iowa
21. Michael Abrams, Palo Alto, Calif.
22. Ward Welles, Denver, Colo.
28. Jason Mayer, Charlotte, N.C.
33. Angie Ostendarp, Charlotte, N.C.
36. William Murphy, The Woodlands, Texas
51. Joseph Nelson, Menlo Park, Calif.
52. Kathleen Malone, Charlotte, N.C.
54. Sasha Azarmi, Beverly Hills, Calif.
58. Robert Sasser, Florence, S.C.
59. Eric Kohlmeier, Park Ridge, N.J.
61. Matt Fryar, Des Moines, Iowa
64. Bryan Halstead, Richmond, Va.
65. David Diaz, Denver, Colo.
66. Randall McCright, Cedar Rapids, Iowa
67. Jennifer Garcia, Encino, Calif.
69. Brian Carey, San Jose, Calif.
70. Paul Boscia, Palo Alto, Calif.
73. Kevin Morrow, Santa Rosa, Calif.
74. Randall Krenzin, San Jose, Calif.
