Top 100 bank advisers: Who has the most experience

Published
  • March 02 2017, 3:33pm EST
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We took a new look at this year's top advisers and re-ranked them based on their years in the industry. For the original ranking, we used a weighted average of multiple variables. While job tenure wasn’t one of those factors, it was an extra stat listed in each adviser’s bio.

Since the initial list, we have broken out some of the individual stats for fresh looks of our top advisers. You can see rankings based solely on assets under management, as well as fee-based business.

Scroll through to now see those bank advisers with the most experience in the industry. The numbers after their names indicate where they ranked on the original Top 100.

20 advisers, 570 years of combined experience

We took a new look at this year's top advisers and re-ranked them based on their years in the industry. For the original ranking, we used a weighted average of multiple variables. While job tenure wasn’t one of those factors, it was an extra stat listed in each adviser’s bio.

List Top 100 bank advisers (1-25)
List Top 100 bank advisers (26-50)
List Top 100 bank advisers (51-75)
List Top 100 bank advisers (76-100)

Since the initial list, we have broken out some of the individual stats for fresh looks of our top advisers. You can see rankings based solely on assets under management, as well as fee-based business.

Scroll through to now see those bank advisers with the most experience in the industry. The numbers after their names indicate where they ranked on the original Top 100.

20. Barry Moody

20. Barry Moody (63)
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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19. Steven Goldberg

19. Steven Goldberg (29)
Bank: Suntrust
TPM: n/a
Location: Hyattsville, Maryland
2016 AUM: $321 million
2015 AUM: $297.6 million
2016 Production: $2.1 million
2015 Production: $1.9 million
Fee business: 28%
Years in industry: 25

18. Brian McLaughlin

18. Brian McLaughlin (8)
Bank: Liberty Bank
TPM: Raymond James
Location: Middletown, Connecticut
2016 AUM: $161.2 million
2015 AUM: $94 million
2016 Production: $1 million
2015 Production: $742,000
Fee business: 64%
Years in industry: 25

17. Chris Cralle

17. Chris Cralle (44)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Oak Brook, Illinois
2016 AUM: $311 million
2015 AUM: $285 million
2016 Production: $2 million
2015 Production: $2 million
Fee business: 32%
Years in industry: 26

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16. Ted Gibson

16. Ted Gibson (19)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Scarsdale, New York
2016 AUM: $259.3 million
2015 AUM: $225.9 million
2016 Production: $1.9 million
2015 Production: $2 million
Fee business: 78%
Years in industry: 26

15. Brian Allsop

15. Brian Allsop (99)
Bank: Bank of Canton
TPM: Infinex Investments
Location: Canton, Massachusetts
2016 AUM: $207 million
2015 AUM: $203 million
2016 Production: $1.2 million
2015 Production: $1.3 million
Fee business: 77%
Years in industry: 27

14. Robert Cosentino

14. Robert Cosentino (94)
Bank: Webster Bank
TPM: LPL Financial
Location: Wethersfield, Connecticut
2016 AUM: $152 million
2015 AUM: $143 million
2016 Production: $1.1 million
2015 Production: $1 million
Fee business: 39%
Years in industry: 27

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13. Helen Wong (72)

13. Helen Wong (72)
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

12. Beverly Gleason

12. Beverly Gleason (92)
Bank: Washington Trust Bank
TPM: Cetera
Location: Spokane, Washington
2016 AUM: $158 million
2015 AUM: $151 million
2016 Production: $1.5 million
2015 Production: $1.5 million
Fee business: 0
Years in industry: 28

11. James Marquardt

11. James Marquardt (90)
Bank: Bremer Bank
TPM: Raymond James
Location: Rochester, Minnesota
2016 AUM: $102 million
2015 AUM: $93 million
2016 Production: $772,000
2015 Production: $470,000
Fee business: 49%
Years in industry: 28

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10. Raymond Beloin

10. Raymond Beloin (42)
Bank: Webster Bank
TPM: LPL Financial
Location: West Hartford, Connecticut
2016 AUM: $201 million
2015 AUM: $190 million
2016 Production: $1.7 million
2015 Production: $1.6 million
Fee business: 44%
Years in industry: 28

9. Alex Marks

9. Alex Marks (22)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Chicago
2016 AUM: $544.9 million
2015 AUM: $500.7 million
2016 Production: $3.2 million
2015 Production: $3.0 million
Fee business: 52%
Years in industry: 28

8. Kevin McDermott

8. Kevin McDermott (76)
Bank: Citadel Federal Credit Union
TPM: CUSO Financial
Location: West Chester, Pennsylvania
2016 AUM: $197 million
2015 AUM: $175 million
2016 Production: $1.3 million
2015 Production: $1.7 million
Fee business: 73%
Years in industry: 29

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7. Rob Nicotra

7. Rob Nicotra (27)
Bank: Citi Personal Wealth Management
TPM: n/a
Location: Boca Raton, Florida
2016 AUM: $240.2 million
2015 AUM: $199 million
2016 Production: $1.4 million
2015 Production: $1.3 million
Fee business: 50%
Years in industry: 29

6. Steve Kennedy (13)
Bank: TowneBank
TPM: Raymond James
Location: Newport News, Virginia
2016 AUM: $258.4 million
2015 AUM: $216.8 million
2016 Production: $1.9 million
2015 Production: $2 million
Fee business: 57%
Years in industry: 29

5. Laura Banasiewicz

5. Laura Banasiewicz (93)
Bank: Allegacy Federal Credit Union
TPM: CUSO Financial
Location: Winston-Salem, North Carolina
2016 AUM: $194 million
2015 AUM: $180 million
2016 Production: $1 million
2015 Production: $903,000
Fee business: 41%
Years in industry: 31

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4. Pat Faulkner

4. Pat Faulkner (32)
Bank: TowneBank
TPM: Raymond James
Location: Williamsburg, Virginia
2016 AUM: $180.8 million
2015 AUM: $163.7 million
2016 Production: $1.3 million
2015 Production: $1.2 million
Fee business: 70%
Years in industry: 31

3. Fred Greene

3. Fred Greene (97)
Bank: Woodforest National Bank
TPM: Raymond James
Location: The Woodlands, Texas
2016 AUM: $287 million
2015 AUM: $269 million
2016 Production: $1.8 million
2015 Production: $2.3 million
Fee business: 53%
Years in industry: 33

2. Kathy Feeney

2. Kathy Feeney (59)
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

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1. Brett Everhart (62)

1. Brett Everhart (62)
Bank: Addison Avenue Investment Services
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