Slideshows

The Next 50 (Part 1)

Next week, we’ll unveil our annual Top 50 Bank Advisors in print and online. In the meantime, we’re proud to present our debut of The Next 50. These advisors ranked 51 through 100 in our final analysis.

Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, we’ll have 1-50.

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.

Image: Thinkstock

100. Steve Kennedy 100. Steve Kennedy

Bank: TowneBank

TPM: Raymond James

2013 AUM: $168 million

2012 AUM: $155 million

2013 Production: $1.6 million

2012 Production: $1.6 million

Fee-business: 55%

99. Aaron Schmit 99. Aaron Schmit

Bank: American State Bank & Trust

TPM: Raymond James

2013 AUM: $192 million

2012 AUM: $175 million

2013 Production: $890,000

2012 Production: $689,000

Fee-business: 74%

98. Tina Powers 98. Tina Powers

Bank: M&T Bank

TPM: none

2013 AUM: $165 million

2012 AUM: $148 million

2013 Production: $1.3 million

2012 Production: $1 million

Fee-business: 32%

97. Jason Torrey-Payne 97. Jason Torrey-Payne

Bank: Los Angeles Fireman’s Credit Union

TPM: CUSO Financial Services

2013 AUM: $143 million

2012 AUM: $117 million

2013 Production: $929,000

2012 Production: $777,000

Fee-business: 25%

96. Tracy Duncan 96. Tracy Duncan

Bank: Allegacy Federal Credit Union

TPM: CUSO Financial Services

2013 AUM: $230 million

2012 AUM: $212 million

2013 Production: $1.5 million

2012 Production: $1.4 million

Fee-business: 47%

95. Craven Green 95. Craven Green

Bank: Extraco Bank

TPM: Raymond James

2013 AUM: $80 million

2012 AUM: $73 million

2013 Production: $987,000

2012 Production: $807,000

Fee-business: 98%

94. Brian Karl 94. Brian Karl

Bank: Financial Resources Federal Credit Union

TPM: CUSO Financial

2013 AUM:$82 million

2012 AUM: $66 million

2013 Production: $675,000

2012 Production: $495,000

Fee-business: 40%

93. Matthew Fryar 93. Matthew Fryar

Bank: Wells Fargo

TPM: none

2013 AUM: $540 million

2012 AUM: $490 million

2013 Production: $3.6 million

2012 Production: $3.2 million

Fee-business: 96%

92. Brick Sturgeon Jr. 92. Brick Sturgeon Jr.

Bank: Pinnacle Bank

TPM: Raymond James

2013 AUM: $230 million

2012 AUM: $207 million

2013 Production: $1.5 million

2012 Production: $1.3 million

Fee-business: 9%

91. Robert Jacobsen 91. Robert Jacobsen

Bank: Johnson Bank

TPM: Invest Financial

2013 AUM: $221,000

2012 AUM: $269,000

2013 Production: $1.8 million

2012 Production: $1.5 million

Fee-business: 0%

90. Brad Goldberg 90. Brad Goldberg

Bank: Citibank

TPM: none

2013 AUM: $208 million

2012 AUM: $195 million

2013 Production: $1.5 million

2012 Production: $1.3 million

Fee-business: 68%

89. Bob Walen 89. Bob Walen

Bank: First Hope Bank

TPM: Raymond James

2013 AUM: $129 million

2012 AUM: $104 million

2013 Production: $1 million

2012 Production: $902,000

Fee-business: 31%

88. James Hare 88. James Hare

Bank: Pinnacle Bank

TPM: Raymond James

2013 AUM: $106 million

2012 AUM: $97 million

2013 Production: $910,000

2012 Production: $726,000

Fee-business: 98%

87. Tom Cunningham 87. Tom Cunningham

Bank: Wells Fargo

TPM: none

2013 AUM: $222 million

2012 AUM: $200 million

2013 Production: $1.6 million

2012 Production: $1.3 million

Fee-business: 38

86. Barry Moody 86. Barry Moody

Bank: Pinnacle Bank

TPM: Raymond James

2013 AUM: $145 million

2012 AUM: $120 million

2013 Production: $800,000

2012 Production: $625,000

Fee-business: 59%

85. Mark Stahlmann Muschik 85. Mark Stahlmann Muschik

Bank: Midwest BankCentre

TPM: LPL Financial

2013 AUM: $97 million

2012 AUM: $85 million

2013 Production: $866,000

2012 Production: $675,000

Fee-business: 55%

84. Wesley Perman 84. Wesley Perman

Bank: PNC

TPM: none

2013 AUM: $94 million

2012 AUM: $74 million

2013 Production: $612,000

2012 Production: $392,000

Fee-business: 67%

83. Chuck Lewis 83. Chuck Lewis

Bank: Wells Fargo

TPM: none

2013 AUM: $494 million

2012 AUM: $410 million

2013 Production: $2.5 million

2012 Production: $2.1 million

Fee-business: 50%

82. Greg Warner 82. Greg Warner

Bank: Wells Fargo

TPM: none

2013 AUM: $211 million

2012 AUM: $80 million

2013 Production: $1.6 million

2012 Production: $1.3 million

Fee-business: 84%

81. John McRae 81. John McRae

Bank: Citizens National Bank

TPM: Raymond James

2013 AUM: $280 million

2012 AUM: $245 million

2013 Production: $1.6 million

2012 Production: $1.5 million

Fee-business: 55%

80. Scott Kreter 80. Scott Kreter

Bank: SunTrust

TPM: none

2013 AUM: $236 million

2012 AUM: $213 million

2013 Production: $1.9 million

2012 Production: $1.8 million

Fee-business: 40%

79. Christopher Barber 79. Christopher Barber

Bank: PNC

TPM: none

2013 AUM: $96 million

2012 AUM: $82 million

2013 Production: $839,000

2012 Production: $638,000

Fee-business: 38%

78. Brian Mullins 78. Brian Mullins

Bank: ORNL Federal Credit Union

TPM: Invest Financial

2013 AUM: $55 million

2012 AUM: $46 million

2013 Production: $672,000

2012 Production: $115,000

Fee-business: 4%

77. Joshua Mitchell 77. Joshua Mitchell

Bank: PNC

TPM: none

2013 AUM: $54 million

2012 AUM: $29 million

2013 Production: $535,000

2012 Production: $385,000

Fee-business: 42%

76. Jason Jaffee 76. Jason Jaffee

Bank: Wells Fargo

TPM: none

2013 AUM: $141 million

2012 AUM: $125 million

2013 Production: $1.2 million

2012 Production: $880,000

Fee-business: 75%

These advisors ranked 51 through 100 in our final analysis.Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, we’ll have 1-50.

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