Slideshows

BIC Top 50 (Part 1)

Welcome to Bank Investment Consultantís Top 50. Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, including: assets under management; percentage growth in AUM from the prior year; trailing 12-month production; percentage growth in T-12 production; amount of fee-based business; and the ratio of production to AUM.

The advisors listed here are not just home-run hitters. Rather, they are all-around players skilled in all aspects of the game. We would argue thatís the way to build success so that is what we set out to illustrate with the BIC Top 50.

If you want to read the full story, you can see it here.

Today we show Nos. 26-50. Check back tomorrow for Nos. 1-25.

50. James Darryl Presley 50. James Darryl Presley

Bank: First Bank

TPM: Invest Financial

2013 production: $1.2 million

2012 production: $894,000

2013 AUM: $136 million

2012 AUM: $123 million

Fee-based business: 14%

Product mix: REITs, Property trust

49. Craig Coopersmith 49. Craig Coopersmith

Bank: SunTrust

TPM: none

2013 production: $866,000

2012 production: $634,000

2013 AUM: $100 million

2012 AUM: $84 million

Fee-based business: 34%

Product mix: Fee-based 40%, Annuities 40%, Mutual funds 20%

48. Robert Lee Leach 48. Robert Lee Leach

Bank: Heritage Bank of the South

TPM: LPL Financial

2013 production: $1.7 million

2012 production: $1.5 million

2013 AUM: $207 million

2012 AUM: $186 million

Fee-based business: 10%

Product mix: Mutual funds 40%, Annuities 23%, Advisory 20%

47. Jeff Germain 47. Jeff Germain

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%

Product mix: Fee-based advisory 87%, trust services 8%, mutual funds 2%

46. Annette Martin 46. Annette Martin

Bank: Fulton Bank

TPM: Raymond James

2013 production: $1 million

2012 production: $841,000

2013 AUM: $119 million

2012 AUM: $104 million

Fee-based business: 46%

Product mix: Annuities 47%, fee-based accounts 46%, mutual funds 6%

45. John (Jay) Burkett 45. John (Jay) Burkett

Bank: United Community Banks

TPM: Invest Financial

2013 production: $885,000

2012 production: $570,000

2013 AUM: $66 million

2012 AUM: $53 million

Fee-based business: 3%

Product mix: REITs 30%, income trusts 19%, private debt placements 13%

44. Scott Piggush 44. Scott Piggush

Bank: HomeStar Bank

TPM: Raymond James

2013 production: $917,000

2012 production: $668,000

2013 AUM: $104 million

2012 AUM: $90 million

Fee-based business: 50%

Product mix: Fee-based accounts 50%, annuities 28%, mutual funds 18%

43. Caleb Kennedy 43. Caleb Kennedy

Bank: Space Coast Credit Union

TPM: LPL Financial

2013 production: $949,000

2012 production: $506,000

2013 AUM: $60 million

2012 AUM: $49 million

Fee-based business: 1%

Product mix: Variable annuities 70%, fixed annuities 20%, mutual funds 10%

42. Charles Gualano 42. Charles Gualano

Bank: Trustmark National Bank

TPM: LPL Financial

2013 production: $1.5 million

2012 production: $909,000

2013 AUM: $113 million

2012 AUM: $113 million

Fee-based business: 28%

Product mix: Variable annuities 31%, advisory accounts 30%, mutual funds 24%

41. Gregory Brown 41. Gregory Brown

Bank: Happy State Bank

TPM: LPL Financial

2013 production: $821,000

2012 production: $220,000

2013 AUM: $73 million

2012 AUM: $58 million

Fee-based business: 0%

Product mix: Mutual funds 30%, annuities 30%, alternatives 20%

40. Joseph Nelson 40. Joseph Nelson

Bank: Wells Fargo

TPM:None

2013 production: $1.5 million

2012 production: $1.1 million

2013 AUM: $250 million

2012 AUM: $210 million

Fee-based business: 89%

Product mix: Mutual funds 35%, managed accounts 20%

39. Steven Sayegh 39. Steven Sayegh

Bank: New York Community Bank

TPM: LPL Financial

2013 production: $910,000

2012 production: $575,000

2013 AUM: $99 million

2012 AUM: $82 million

Fee-based business: 7%

Product mix: Mutual funds 42%, variable annuities 32%, fixed annuities 25%

38. David Miller 38. David Miller

Bank: SunTrust

TPM: None

2013 production: $1.1 million

2012 production: $900,000

2013 AUM: $125 million

2012 AUM: $105 million

Fee-based business: 50%

Product mix: Managed fee-based 50%, annuities & insurance 20%, fixed income 15%

37. Todd Dathe 37. Todd Dathe

Bank: First Bank & Trust

TPM: Raymond James

2013 production: $746,000

2012 production: $499,000

2013 AUM: $70 million

2012 AUM: $53 million

Fee-based business: 59%

Product mix: Fee-based accounts 59%, annuities 32%, mutual funds 8%

36. Garrett Stringer 36. Garrett Stringer

Bank: Wells Fargo

TPM: None

2013 production: $1.6 million

2012 production: $1.3 million

2013 AUM: $238 million

2012 AUM: $180 million

Fee-based business: 94%

Product mix: Mutual funds 65%, separate account 30%, variable annuities 5%

35. Sha Malik 35. Sha Malik

Bank: PNC

TPM: None

2013 production: $1.1 million

2012 production: $737,000

2013 AUM: $120 million

2012 AUM: $110 million

Fee-based business: 60%

Product mix: Separately managed accounts 90%, fixed income 10%

34. Shareen Beal-Thater 34. Shareen Beal-Thater

Bank: Commerce Bank

TPM: None

2013 production: $900,000

2012 production: $650,000

2013 AUM: $280 million

2012 AUM: $200 million

Fee-based business: 2%

Product mix: Managed accounts 25%, variable annuities 25%, mutual funds 20%

33. Ted Halseth 33. Ted Halseth

Bank: Addison Avenue

TPM: Raymond James

2013 production: $764,000

2012 production: $222,000

2013 AUM: $83 million

2012 AUM: $65 million

Fee-based business: 30%

Product mix: Annuities 53%, fee-based accounts 30%, mutual funds 17%

32. Jason Chad Holt 32. Jason Chad Holt

Bank: F&M Bank

TPM: LPL Financial

2013 production: $1.2 million

2012 production: $982,000

2013 AUM: $124 million

2012 AUM: $95 million

Fee-based business: 22%

Product mix: Advisory 35%, mutual funds 30%, fixed income 20%

31. Mario Fratto 31. Mario Fratto

Bank: Citibank

TPM: None

2013 production: $1.5 million

2012 production: $1 million

2013 AUM: $130 million

2012 AUM: $120 million

Fee-based business: 20%

Product mix: Equities 35%, corporate and muni fixed income 25%, alternatives 20%

30. Brock Kidd 30. Brock Kidd

Bank: Pinnacle Bank

TPM: Raymond James

2013 production: $1.2 million

2012 production: $1 million

2013 AUM: $184 million

2012 AUM: $146 million

Fee-based business: 55%

Product mix: Fee-based accounts 55%, mutual funds 28%, equities 13%

29. Brian Allsop 29. Brian Allsop

Bank: Bank of Canton

TPM: Infinex Financial

2013 production: $1 million

2012 production: $709,000

2013 AUM: $160 million

2012 AUM: $135 million

Fee-based business: 62%

Product mix: Variable annuities 16%, REITs 9%, managed money 7%

28. David John 28. David John

Bank: Lake City Bank

TPM: Cetera Financial

2013 production: $1.9 million

2012 production: $1.3 million

2013 AUM: $100 million

2012 AUM: $90 million

Fee-based business: 0%

Product mix: Variable annuities 60%, mutual funds/REITs 30%, fixed annuities 10%

27. Susan Welo 27. Susan Welo

Bank: First State Bank of North Dakota

TPM: Securities America

2013 production: $1.2 million

2012 production: $675,000

2013 AUM: $78 million

2012 AUM: $65 million

Fee-based business: 0%

Product mix: REITs 35%, annuities 35%, mutual funds 30%

26. Stephen Scholler 26. Stephen Scholler

Bank: Wells Fargo

TPM: None

2013 production: $1.3 million

2012 production: $875,000

2013 AUM: $154 million

2012 AUM: $129 million

Fee-based business: 86%

Product mix: SMAs 29%, advisory managed 22%, mutual fund wrap programs 12%

The advisors listed here are not just home-run hitters. Rather, they are all-around players skilled in all aspects of the game. We would argue thatís the way to build success so that is what we set out to illustrate with the BIC Top 50. Today we show Nos. 26-50. Check back tomorrow for Nos. 1-25.

Comments (3)
20
Posted by jtllopsg k | Monday, April 07 2014 at 3:44AM ET
20
Posted by jtllopsg k | Monday, April 07 2014 at 7:40AM ET
20
Posted by jtllopsg k | Tuesday, April 08 2014 at 9:52PM ET
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