Top 100 Bank Advisors 2017 Highest Production
Business Team Investment Entrepreneur Trading Concept
We took a fresh look at our most recent Top 100 Bank Advisors and re-ranked them based solely on their annual production figures. Here are the top 25.

For the original Top 100 list, this was one of just six metrics we used to determine the ranking. The other five were: assets under management; percentage change in AUM from previous year; percentage change in production; amount of fee-based business; and ratio of production-per-AUM. (We used AUM as of the end of August 2017, and production of the 12-month period ending August 31, 2017.)

You can see the original ranking here:
Top 100 bank advisors (1 – 25)
Top 100 bank advisors (26-50)
Top 100 bank advisors (51-75)
Top 100 bank advisors (76 – 100)

Scroll through to see those bank advisors with the highest annual production. There were a number of close calls, so we took the figures to three decimal points for this list. In the few cases where there were still ties, we simply listed them as a tie. The numbers after their names indicate where they ranked on the original Top 100.
80. Gibson_Edward.jpg
24 (tie). Edward Gibson

Edward Gibson (80)
Bank: Citibank
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $264.9 million
2016 AUM: $258.1 million
2017 Production: $1.899 million
2016 Production: $1.9 million
Years in industry: 27
Darshan.David (2).jpg
24 (tie). David Darshan

David Darshan (3)
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $217.4 million
2016 AUM: $182.6 million
2017 Production: $1.899 million
2016 Production: $1.5 million
Years in industry: 14
58Grekis_Costas.JPG
23. Costas Grekis

Costas Grekis (58)
Bank: Clearview Investment Advisors
TPM: CUNA Brokerage Services
Location: Washington, Pennsylvania
2017 AUM: $291.1 million
2016 AUM: $258.0 million
2017 Production: $1.917 million
2016 Production: $1.8 million
Years in industry: 17
61. Boisselle_Deborah.jpg
22. Deborah Boisselle

Deborah Boisselle (61)
Bank: Citizens National Bank of Bluffton
TPM: LPL Financial
Location: Bluffton, Ohio
2017 AUM: $136.1 million
2016 AUM: $132.7 million
2017 Production: $1.920 million
2016 Production: $1.7 million
Years in industry: 23
35. Patrick Varney.jpg
21. Patrick Varney

Patrick Varney (35)
Bank: Bank of Colorado
TPM: Raymond James
Location: Windsor, Colorado
2017 AUM: $295.7 million
2016 AUM: $258.2 million
2017 Production: $1.994 million
2016 Production: $1.9 million
Years in industry: 18
87. Shieh_Peter.jpg
20. Peter Shieh

Peter Shieh (87)
Bank: Citibank
TPM: N/A
Location: Rowland Heights, California
2017 AUM: $346.5 million
2016 AUM: $333.1 million
2017 Production: $2.037 million
2016 Production: $2 million
Years in industry: 19
60. Hanes_robert.jpg
19. Robert Hanes

Robert Hanes (60)
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $468.5 million
2016 AUM: $442.3 million
2017 Production: $2.039 million
2016 Production: $1.9 million
Years in industry: 24
78.Cralle_Christopher.jpg
18. Christopher Cralle

Christopher Cralle (78)
Bank: Citibank
TPM: N/A
Location: Oakbrook, Illinois
2017 AUM: $337.4 million
2016 AUM: $311.9 million
2017 Production: $2.048 million
2016 Production: $2 million
Years in industry: 23
1. Brock Kidd.jpg
17. Brock Kidd

Brock Kidd (1)
Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tennessee
2017 AUM: $363.4 million
2016 AUM: $273.5 million
2017 Production: $2.081 million
2016 Production: $1.6 million
Years in industry: 22
42. Duncan_Tracy.jpg
16. Tracy Duncan

Tracy Duncan (42)
Bank: Allegacy Federal Credit Union
TPM: CUSO Financial
Location: Clemmons, North Carolina
2017 AUM: $274 .6 million
2016 AUM: $264.0 million
2017 Production: $2.082 million
2016 Production: $1.9 million
Years in industry: 17
30. Steven Kennedy.jpg
14 (tie). Steve Kennedy

Steve Kennedy (30)
Bank: TowneBank
TPM: Raymond James
Location: Newport News, Virginia
2017 AUM: $284.2 million
2016 AUM: $258.5 million
2017 Production: $2.091million
2016 Production: $1.9 million
Years in industry: 30
7. Michael Lipkins.JPG
14 (tie). Michael Lipkins

Michael Lipkins (7)
Bank: First Tech Federal Credit Union (Addison Avenue Investment Services)
TPM: Raymond James
Location: Palo Alto, California
2017 AUM: $224.9 million
2016 AUM: $202.0 million
2017 Production: $2.091 million
2016 Production: $1.8 million
Years in industry: 13
24. Marcus_Seth.jpg
13. Seth Marcus

Seth Marcus (24)
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $516.4 million
2016 AUM: $425.0 million
2017 Production: $2.167 million
2016 Production: $2.0 million
Years in industry: 20
37. Fred Greene.jpg
12. Fred Greene

Fred Greene (37)
Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
2017 AUM: $302.9 million
2016 AUM: $285.4 million
2017 Production: $2.173 million
2016 Production: $1.8 million
Years in industry: 34
4. Paul Stetter Jr..jpg
11. Paul Stetter Jr.

Paul Stetter Jr. (4)
Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Ephrata, Pennsylvania
2017 AUM: $234.9 million
2016 AUM: $200.5 million
2017 Production: $2.180 million
2016 Production: $1.9 million
Years in industry: 15
6. Kurzman_Anne.jpg
10. Anne Kurzman

Anne Kurzman (6)
Bank: Citibank
TPM: N/A
Location: Lake Grove, New York
2017 AUM: $244.9 million
2016 AUM: $215.3 million
2017 Production: $2.194 million
2016 Production: $1.2 million
Years in industry: 26
29. Nathan Quello.jpg
9. Nathan Quello

Nathan Quello (29)
Bank: First Dakota National Bank
TPM: Raymond James
Location: Sioux Falls, South Dakota
2017 AUM: $503.2 million
2016 AUM: $394.1 million
2017 Production: $2.261 million
2016 Production: $2.1 million
Years in industry: 17
72. Haber_Josh.jpg
8. Josh Haber

Josh Haber (72)
Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $469.3 million
2016 AUM: $443.1 million
2017 Production: $2.268 million
2016 Production: $2.1 million
Years in industry: 18
34. FRUCHTENICHT_Jeffry.jpg
7. Jeffry Fruchtenicht

Jeffry Fruchtenicht (34)
Bank: Security State Bank
TPM: United Planners
Location: Independence, Iowa
2017 AUM: $253.0 million
2016 AUM: $226.0 million
2017 Production: $2.4 million
2016 Production: $2.2 million
Years in industry: 27
11. Goldberg_Brad.jpg
6. Brad Goldberg

Brad Goldberg (11)
Bank: Citibank
TPM: N/A
Location: Chicago
2017 AUM: $365.4 million
2016 AUM: $310.1 million
2017 Production: $2.438 million
2016 Production: $2.2 million
Years in industry: 24
18. Christy_James.jpg
5. James Christy

James Christy (18)
Bank: Northwest Federal Credit Union
TPM: LPL Financial
Location: Herndon, Virginia
2017 AUM: $296.7 million
2016 AUM: $266.1 million
2017 Production: $2.598 million
2016 Production: $2.5 million
Years in industry: 14.5
15. John McRae 4CU.jpg
4. John McRae

John McRae (15)
Bank: Citizens National Bank
TPM: Raymond James
Location: Meridian, Mississippi
2017 AUM: $417.8 million
2016 AUM: $372.1 million
2017 Production: $2.631 million
2016 Production: $2.3 million
Years in industry: 24
21. Marks_Alex.jpg
3. Alex Marks

Alex Marks (21)
Bank: Citibank
TPM: N/A
Location: Chicago
2017 AUM: $634.8 million
2016 AUM: $541.9 million
2017 Production: $3.481 million
2016 Production: $3.2 million
Years in industry: 26
23. Abinader Emile.jpg
2. Emile Abinader

Emile Abinader (23)
Bank: Citibank
TPM: N/A
Location: Granada Hills, California
2017 AUM: $424.8 million
2016 AUM: $392.9 million
2017 Production: $3.898 million
2016 Production: $3.7 million
Years in industry: 19
5. Cesari_Russ.jpg
1. Russ Cesari

Russ Cesari (5)
Bank: Northwest Federal Credit Union
TPM: LPL Financial
Location: Herndon, Virginia
2017 AUM: $621.3 million
2016 AUM: $551.9 million
2017 Production: $5.339 million
2016 Production: $5.2 million
Years in industry: 16
MORE FROM FINANCIAL PLANNING