Slideshows

The Next 50 (Part 2)

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. 51 through 75. Yesterday, we had Nos. 76 through 100.


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

75. Michelle Erwin 75. Michelle Erwin

Bank: SunTrust Investment Services, Inc.

TPM: N/A

2013 AUM: $117 million

2012 AUM: $90 million

2013 Production: $717,000

2012 Production: $523,000

Fee-business: 43%

74. Sean Driscoll 74. Sean Driscoll

Bank: TowneBank

TPM: Raymond James

2013 AUM: $93 million

2012 AUM: $66 million

2013 Production: $640,000

2012 Production: $450,000

Fee-business: 41%

73. Tom Mahowski 73. Tom Mahowski

Bank: Wells Fargo

TPM: N/A

2013 AUM: $176 million

2012 AUM: $161 million

2013 Production: $1.5 million

2012 Production: $1.1 million

Fee-business: 61%

72. Jeffrey J. Alger 72. Jeffrey J. Alger

Bank: SunTrust

TPM: N/A

2013 AUM: $300 million

2012 AUM: $250 million

2013 Production: $1.3 million

2012 Production: $1.1 million

Fee-business: 11%

71. Emile Abinader 71. Emile Abinader

Bank: Citibank

TPM: N/A

2013 AUM: $313 million

2012 AUM: $301 million

2013 Production: $2.6 million

2012 Production: $2.6 million

Fee-business: 86%

70. Jimmy May 70. Jimmy May

Bank: First Bank and Trust

TPM: Raymond James

2013 AUM: $114 million

2012 AUM: $100 million

2013 Production: $826,000

2012 Production: $441,000

Fee-business: 24%

69. Wayne Rogers 69. Wayne Rogers

Bank: Wells Fargo

TPM: N/A

2013 AUM: $220 million

2012 AUM: $184 million

2013 Production: $1.5 million

2012 Production: $1.2 million

Fee-business: 70%

68. Jeff Alejandro, Jr. 68. Jeff Alejandro, Jr.

Bank: Addison Avenue Investment Services

TPM: Raymond James

2013 AUM: $82 million

2012 AUM: $72 million

2013 Production: $711,000

2012 Production: $306,000

Fee-business: 61%

67. Robert Hanes 67. Robert Hanes

Bank: Citibank

TPM: N/A

2013 AUM: $381 million

2012 AUM: $380 million

2013 Production: $2.1 million
2012 Production: $1.7 million

Fee-business: 43%

66. Matthew G. Griffin 66. Matthew G. Griffin

Bank: Family Trust Federal Credit Union

TPM: LPL Financial

2013 AUM: $47 million

2012 AUM: $34 million

2013 Production: $403,000

2012 Production: $229,000

Fee-business: 91%

65. Carolyn DuQuen 65. Carolyn DuQuen

Bank: Apple Bank

TPM:ENSI

2013 AUM: $55 million

2012 AUM: $50 million

2013 Production: $420,852

2012 Production: $353,357

Fee-business: 0%

64. Debra Alberto 64. Debra Alberto

Bank: Wells Fargo

TPM: N/A

2013 AUM: $173 million

2012 AUM: $140 million

2013 Production: $1.3 million

2012 Production: $1.0 million

Fee-business: 90%

63. Rodney Horelka 63. Rodney Horelka

Bank: First Victoria National Bank

TPM: Cetera Financial Institutions

2013 AUM: $151 million

2012 AUM: $126 million

2013 Production: $1.4 million

2012 Production: $1.2 million

Fee-business: 18%

62. Eileen Allen 62. Eileen Allen

Bank: Wells Fargo

TPM: N/A

2013 AUM: $242 million

2012 AUM: $$210 million

2013 Production: $1.4 million

2012 Production: $963,000

Fee-business: 60%

61. Robert Wilson 61. Robert Wilson

Bank: Wells Fargo

TPM: N/A

2013 AUM: $123 million

2012 AUM: $95 million

2013 Production: $1.1 million

2012 Production: $788,000

Fee-business: 76%

60. Harold Harris III 60. Harold Harris III

Bank: Trustmark National Bank

TPM: LPL Financial

2013 AUM: $88 million

2012 AUM: $78 million

2013 Production: $1.2 million

2012 Production: $894,000

Fee-business: 0%

59. John Kane 59. John Kane

Bank: Citadel Credit Union

TPM: CUSO Financial Services

2013 AUM: $97 million

2012 AUM: $71 million

2013 Production: $723,000

2012 Production: $542,000

Fee-business: 47%

58. Greg Broerman 58. Greg Broerman

Bank: Johnson Investment Services

TPM: Invest Financial Corp.

2013 AUM: $152 million

2012 AUM: $131 million

2013 Production: $970,000

2012 Production: $670,000

Fee-business: 2%

57. Melanie Weischwill 57. Melanie Weischwill

Bank: First Victoria National Bank

TPM: Cetera Financial Institutions

2013 AUM: $197 million

2012 AUM: $177 million

2013 Production: $1.9 million

2012 Production: $1.8 million

Fee-business: 34%

56. Mike Stevens 56. Mike Stevens

Bank: Wells Fargo

TPM: N/A

2013 AUM: $143 million

2012 AUM: $125 million

2013 Production: $1.5 million

2012 Production: $955,000

Fee-business: 23%

55. Alex Marks 55. Alex Marks

Bank: Citibank

TPM: N/A

2013 AUM: $439 million

2012 AUM: $410 million

2013 Production: $2.3 million

2012 Production: $1.9 million

Fee-business: 42%

54. Michael McGarrity 54. Michael McGarrity

Bank: Wells Fargo

TPM: N/A

2013 AUM: $190 million

2012 AUM: $170 million

2013 Production: $1.5 million

2012 Production: $800,000

Fee-business: 44%

53. Bryan Pecherek 53. Bryan Pecherek

Bank: Merck Sharp and Dohme Federal

TPM: Invest Financial Corp.

2013 AUM: $35 million

2012 AUM: $19 million

2013 Production: $578,000

2012 Production: $188,000

Fee-business: 19%

52. Edward Gibson 52. Edward Gibson

Bank: Citibank

TPM: N/A

2013 AUM: $211 million

2012 AUM: $216 million

2013 Production: $1.7 million

2012 Production: $1.4 million

Fee-business: 70%

51. Randall Krenzin 51. Randall Krenzin

Bank: Wells Fargo

TPM: N/A

2013 AUM: $365 million

2012 AUM: $335 million

2013 Production: $2.6 million

2012 Production: $1.9 million

Fee-business: 73%

These advisors ranked 51 through 100 in our final analysis.Today we are showing Nos. 51 through 75. Yesterday, we had Nos. 76 through 100..

Comments (2)
20
Posted by jtllopsg k | Monday, April 07 2014 at 3:47AM ET
20
Posted by jtllopsg k | Tuesday, April 08 2014 at 9:52PM ET
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