Top 100 bank advisors
(51-75)

Published
  • December 07 2016, 5:00am EST
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Here we continue our expanded top 100 bank advisors ranking with those who ranked 51-75.

Here we continue our expanded top 100 bank advisers ranking with those who ranked 51-75.

75. Darrel Smith

Bank: Citizens Bank
TPM: n/a
Location: Medford, Massachusetts
2016 AUM: $94 million
2015 AUM: $85 million
2016 Production: $967,000
2015 Production: $831,000
Fee business: 38%
Years in industry: 14

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74. Allen Cantoni

Bank: ESL Federal Credit Union
TPM: LPL Financial
Location: Rochester, N.Y.
2016 AUM: $43 million
2015 AUM: $20 million
2016 Production: $355,000
2015 Production: $300,000
Fee business: 43%
Years in industry: 9

73. Dwayne Stalling

Bank: Liberty Bank
TPM: Raymond James
Location: Mystic, Connecticut
2016 AUM: $65 million
2015 AUM: $51 million
2016 Production: $622,000
2015 Production: $503,000
Fee business: 39%
Years in industry: 13

72. Helen Wong

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $334 million
2015 AUM: $336 million
2016 Production: $1.8 million
2015 Production: $1.6 million
Fee business: 39%
Years in industry: 27

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71. Jason Giordana

Bank: Webster Bank
TPM: LPL Financial
Location: Bristol, Connecticut
2016 AUM: $116 million
2015 AUM: $65 million
2016 Production: $608,000
2015 Production: $521,000
Fee business: 14%
Years in industry: 8

70. Ruben Trujillo

Bank: PNC
TPM: n/a
Location: Duluth, Georgia
2016 AUM: $62 million
2015 AUM: $40 million
2016 Production: $645,000
2015 Production: $290,000
Fee business: 2
Years in industry: 13

69. Russell Allen

Bank: Vision Bank
TPM: Raymond James
Location: Ada, Oklahoma
2016 AUM: $211 million
2015 AUM: $180 million
2016 Production: $701,000
2015 Production: $506,000
Fee business: 28%
Years in industry: 16

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68. Salvatore Fernando

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $324 million
2015 AUM: $283 million
2016 Production: $1 million
2015 Production: $1 million
Fee business: 24%
Years in industry: 23

67. Owen Watstein

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $354 million
2015 AUM: $318 million
2016 Production: $1.6 million
2015 Production: $1.6 million
Fee business: 5%
Years in industry: 18

66. Joel Adams

Bank: Southside Bank
TPM: Raymond James
Location: Tyler, Texas
2016 AUM: $168 million
2015 AUM: $145 million
2016 Production: $1.2 million
2015 Production: $1.2 million
Fee business: 46%
Years in industry: 16

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65. Pete Darke

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Washington, D.C.
2016 AUM: $214 million
2015 AUM: $195 million
2016 Production: $1.2 million
2015 Production: $1.2 million
Fee business: 81%
Years in industry: 20

64. Sidney Soria

Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Salt Lake City, Utah
2016 AUM: $86 million
2015 AUM: $39 million
2016 Production: $921,000
2015 Production: $1.1 million
Fee business: 24%
Years in industry: 15

63. Barry Moody

Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tennessee
2016 AUM: $213 million
2015 AUM: $178 million
2016 Production: $891,000
2015 Production: $864,000
Fee business: 62%
Years in industry: 24

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62. Brett Everhart

Bank: Addison Avenue Investment Services (First Tech Federal Credit Union)
TPM: Raymond James
Location: San Diego
2016 AUM: $176 million
2015 AUM: $163 million
2016 Production: $1.6 million
2015 Production: $1.5 million
Fee business: 39%
Years in industry: 35

61. Lance Armstrong

Bank: First Hope Bank
TPM: Raymond James
Location: Columbia, New Jersey
2016 AUM: $176 million
2015 AUM: $189 million
2016 Production: $1.3 million
2015 Production: $1 million
Fee business: 62%
Years in industry: 15

60. Jason Holt

Bank: F&M Bank
TPM: LPL Financial
Location: Kannapolis, North Carolina
2016 AUM: $149 million
2015 AUM: $141 million
2016 Production: $1.3 million
2015 Production: $1.2 million
Fee business: 36
Years in industry: 20

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59. Kathy Feeney

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Washington, D.C.
2016 AUM: $248 million
2015 AUM: $226 million
2016 Production: $1.4 million
2015 Production: $1.4 million
Fee business: 82%
Years in industry: 34

58. Chris Suraci

Bank: Citizens Bank
TPM: n/a
Location: Chestnut Hill, Massachusetts
2016 AUM: $105 million
2015 AUM: $61 million
2016 Production: $1 million
2015 Production: $1.1 million
Fee business: 48%
Years in industry: 20

57. Austin Green

Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Salt Lake City, Utah
2016 AUM: $63 million
2015 AUM: $52 million
2016 Production: $782,000
2015 Production: $650,000
Fee business: 13%
Years in industry: 5

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56. Robert Hanes

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $444 million
2015 AUM: $410 million
2016 Production: $1.9 million
2015 Production: $1.9 million
Fee business: 67%
Years in industry: 23

55. Kimberlee Bouska

Bank: Addison Avenue Investment Services (First Tech Federal Credit Union)
TPM: Raymond James
Location: Beaverton, Oregon
2016 AUM: $139 million
2015 AUM: $120 million
2016 Production: $919,000
2015 Production: $784,000
Fee business: 60%
Years in industry: 11

54. Bernard Reina

Bank: Citi Personal Wealth Management
TPM: n/a
Location: Los Angeles
2016 AUM: $191 million
2015 AUM: $178 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 65%
Years in industry: 17

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53. Eden DeMar

Bank: Citi Personal Wealth Management
TPM: n/a
Location: New York
2016 AUM: $204 million
2015 AUM: $145 million
2016 Production: $1.2 million
2015 Production: $1.9 million
Fee business: 62%
Years in industry: 13

52. Aaron Schmidt

Bank: American State Bank and Trust
TPM: Raymond James
Location: Williston, North Dakota
2016 AUM: $233 million
2015 AUM: $230 millon
2016 Production: $1.7 million
2015 Production: $1.2 million
Fee business: 37%
Years in industry: 16

51. Name: Tracy Duncan

Bank: Allegacy Federal Credit Union
TPM: CUSO Financial
Location: Clemmons, North Carolina
2016 AUM: $261 million
2015 AUM: $244 million
2016 Production: $1.8 million
2015 Production: $1.9 million
Fee business: 89%
Years in industry: 16