p17r90qvgajncug012c851q1tv6.jpg

Who Are the Top Bank Program Managers With the Most Full-Time Advisors?

We are proud to present a new look at our Top 20 Program Managers list, reshuffled and ranked by number of full-time financial advisors that the managers oversee (and then we cut it down to just the top 10). The main list in May used a composite score using multiple variables. Beside each name listed here, we show where they ranked in the main top-20 list.




Be on the lookout in coming weeks as we offer new views based on the other metrics from the main list. And in case you missed it, here’s the original list.
p17r8ub7fc1qf3s2kmk41prk195mf.jpg

<b>10. Mike Zito (19)</b>

Bank: Trust National Bank


Location: Jackson, MS


TPM: LPL Financial


FAs manager oversees: 14


FAs bankwide: 14
p17r8ub7fc1fqd17bc1cd0iupsl9e.jpg

<b>9. Doug Wicks (20)</b>

Bank: Kinecta Federal Credit Union


Location: Manhattan Beach, CA


TPM: LPL Financial


FAs manager oversees: 18


FAs bankwide: 18
p17r8ub7fb69e1eppmen1bkt1as8d.jpg

<b>8. Paul Restante (5)</b>

Bank: Community Bank, N.A.


Location: DeWitt, NY


TPM: Invest Financial


FAs manager oversees: 26


FAs bankwide: 26
p17r8ub7fbseoi2ppp2cfa77c.jpg

<b>7. Britt Woods (1)</b>

Bank: Fifth Third Bank


Location: Nashville, TN


TPM: none


FAs manager oversees: 28


FAs bankwide: 352
p17r8ub7fb33o8ej1kif17nfc1jb.jpg

<b>6. Tim Ratty (10)</b>

Bank: Wells Fargo


Location: Fort Lauderdale


TPM: none


FAs manager oversees: 35


FAs bankwide: 2,848
p17r8ub7fa1rv31igphjklo41m76a.jpg

<b>5. Andrew Kaplan (8)</b>

Bank: New York Community Bank


Location: Westbury, NY


TPM: LPL Financial


FAs manager oversees: 39


FAs bankwide: 39
p17r8ub7fabtb1gth6ka181c1h299.jpg

<b>4. Alec Ardito (7)</b>

Bank: Wells Fargo


Location: West Palm Beach, FL


TPM: none


FAs manager oversees: 44


FAs bankwide: 2,848
p17r8ub7f9e31nd51l7nin6am8.jpg

<b>2. Michael Petramalo (9) (tie)</b>

Bank: Wells Fargo


Location: Miami


TPM: none


FAs manager oversees: 50


FAs bankwide: 2,848
p17r8ub7f9170qgq515lv1r6qu3r7.jpg

<b>2. Drue Anderson (3) (tie)</b>

Bank: Citibank


Location: New York


TPM: none


FAs manager oversees: 50


FAs bankwide: 312
p17r8ub7f81jae1h2bk3rbdpjh6.jpg

<b>1. John Olerio (6)</b>

Bank: Webster Bank


Location: Waterbury, CT


TPM: LPL Financial


FAs manager oversees: 56


FAs bankwide: 56
MORE FROM FINANCIAL PLANNING