Slideshow A Closer Look at the Top 50 Bank Reps

Published
  • December 01 2010, 12:00am EST
7 Images Total

50. John Nixon

50. John Nixon

Bank/TPM: Michigan Commerce Bank/Primevest

Location: Ann Arbor, Mich.

2010 production: $765,000

2009 production: $702,768

2010 AUM: $216m

2009 AUM: $257m

No. of branches: 2

Deposits covered: $100m

Product mix: Bonds/fixed income 41%, mutual funds 23%, other 18%, equities 14%, VAs 2%, FAs 1%, insurance 1%

A 30-year industry veteran, John Nixon spent his first 18 years in the wirehouses before shifting to a community bank, a career change that took his business to the next level. His experience, commitment to high-touch service and exceptional financial services acumen make him a tremendous asset to his Michigan-based clients.


49. Ron Anderson



49. Ron Anderson

Bank/TPM: Bank of Colorado/Raymond James

Location: Colorado Springs, Col.

2010 production: $370,199

2009 production: $329,413

2010 AUM: $22m

2009 AUM: $56m

No. of branches: 1

Deposits covered: $48m

Product mix: Mutual funds 65%, managed accounts 20%, equities 8%, VAs 5%, bonds/fixed income 2%

Ron Anderson, who specializes in wealth management services for high-net-worth business owners, began his career as a petroleum geologist in the early 1980s, specializing in the Rocky Mountain region for oil and gas exploration.

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48. Steve Kennedy



48. Steve Kennedy

Bank/TPM: TowneBank/ Raymond James

Location: Newport News, Va.

2010 production: $969,171

2009 production: $870,848

2010 AUM: $123m

2009 AUM: $111m

No. of branches: 2

Deposits covered: $124m

Product mix: Managed accounts 52%, VAs 15%, mutual funds 11%, equities 9%, bonds/fixed income 8%, FAs 4%, insurance 1%

Steve Kennedy, a 25-year industry veteran, spent six years as vice president in the private client services division with the eighth-largest bank in the country. Prior to that, he was the managing investment officer at a local credit union.


47. Doug Leonzi



47. Doug Leonzi

Bank/TPM: National Penn Bank/Primevest

Location: Allentown, Pa.

2010 production: $1.2m

2009 production: $332,465

2010 AUM: $83m

2009 AUM: $78m

No. of branches: 6

Deposits covered: $150m

Product mix: Managed accounts 31%, VAs 29%, equities 15%, FAs 9%, mutual funds 9%, insurance 5%, bonds/fixed income 2%

A standout quarterback and wide receiver during his days on the gridiron, Doug Leonzi's competitiveness and winning attitude continue to drive his success as a financial advisor. Leonzi is among Primevest's leaders in commission-based revenues.


46. Brock Kidd



46. Brock Kidd

Bank/TPM: Pinnacle National Bank/Raymond James

Location: Nashville, Tenn.

2010 production: $826,620

2009 production: $679,241

2010 AUM: $120m

2009 AUM: $127m

No. of branches: 1

Deposits covered: $100m

Product mix: Managed accounts 52%, mutual funds 27%, VAs 11%, bonds/fixed income 7%, equities 3%

Brock Kidd specializes in separately managed accounts with strategic sector weightings using stocks, bonds, exchange-traded funds and mutual funds. He relies on community involvement to reinforce his presence and maintain confidence with his client base.

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45. Steven Goldberg



45. Steven Goldberg

Bank/TPM: SunTrust

Location: Hyattsville, Md.

2010 production: $1.5m

2009 production: $1.4m

2010 AUM: $252m

2009 AUM: $145m

No. of branches: 3

Deposits covered: $180m

Product mix: Insurance 21%, managed accounts 17%, FAs 17%, VAs 16%, mutual funds 16%, other 8%, bonds/fixed income 3%, equities 2%

Steven Goldberg manages his practice and support staff in a manner that prioritizes activities, drives revenue, and exceeds customer expectations. As a result, Goldberg receives a significant volume of referrals from clients and their families.


44. David Jones



44. David Jones

Bank/TPM: Lake City Bank/Primevest

Location: Warsaw, Ind.

2010 production: $1.2m

2009 production: $768,287

2010 AUM: $50m

2009 AUM: $43m

No. of branches: 10

Deposits covered: $145m

Product mix: VAs 66%, mutual funds 13%, FAs 12%, equities 7%, bonds/fixed income 1%, insurance 1%

Upon college graduation, David Jones entered the theological seminary and then shifted into financial services. Ten years later, he has emerged as one of Primevest's top performers, serving a book of approximately 400 clients with exclusively commission-based solutions.