Slideshow Most profitable bank advisers

Published
  • March 08 2016, 5:09pm EST
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Most profitable bank advisers

As part of our Top Bank Advisers ranking, we asked each nominee about their latest trailing-12 production as well as their assets under management. Then we calculated the ratio of the revenue they generate to the assets they have to work with. If they view their book of business as a company, this is their ROA. That ratio is used as just part of their overall ranking, but now we've re-ranked all our advisers on just this one metric. The numbers after their names indicate where they ranked in our original lists.


The average profitability was about 75 basis points, but these top 25 advisers start at 1%.


Most profitable bank advisers

25. Eric Warren (49)


Bank:  Fifth-Third Bank


Location: Paris, Ky.


Profitability ratio:  1%


TPM:  none


2015 AUM: $85 million


2015 production: $850,000


Fee business: 30%


Years in current position: 4 


Total years as FA:   4

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Most profitable bank advisers

24. Matthew Griffin (68)


Family Trust Federal Credit Union


Location: Rock Hill, S.C.


TPM: LPL


Profitability ratio:  1.01%


2015 AUM: $65.3 million


2015 production:  $657,000


Fee business: 92%


Years in current position: 6


Total years as FA: 15


 


Most profitable bank advisers

23. Jason Holland (3)


Bank: Wells Fargo


Location: Dallas, Texas


TPM: none


Profitability ratio:  1.01%


2015 AUM: $221.2 million


2015 production:  $2.2 million


Fee business: 80%


Years in current position: 10


Total years as FA: 16


Most profitable bank advisers

22. John Gurski (75)


Bank: Kennebunk Savings 


Location: Kennebunk, Maine


TPM: LPL


Profitability ratio:  1.04%


2015 AUM: $62.3 million


2015 production: $649,000


Fee business: 86%


Years in current position: 11 


Total years as FA: 20


 

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Most profitable bank advisers

21. Robert Wilson (50)


Bank: Wells Fargo


Location: Portland, Ore.


TPM: none


Profitability ratio:  1.06%


2015 AUM: $145.2 million


2015 production: $1.5 million


Fee business: 80%


Years in current position: 13


Total years as FA: 13


 


Most profitable bank advisers

20. Emile Abinader (4)


Bank: Citibank


Location: Granada Hills, Calif.


TPM: none


Profitability ratio:  1.07%


2015 AUM: $369.3 million


2015 production: $4 million


Fee business: 79%


Years in current position: 13


Total years as FA: 15


Most profitable bank advisers

19. Ryan Hale (36)


Bank: Kennebunk Savings  


Location: Kennebunk, Maine


TPM:  LPL


Profitability ratio:  1.08%


2015 AUM:  $78 million 


2015 production:  $849,000


Fee business:  89%


Years in current position:  9 


Total years as FA:  15


 

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Most profitable bank advisers

18. Gregory Malin (33)


Bank: Fulton Bank  


Location: Camp Hill, Pa.


TPM:  Raymond James


Profitability ratio:  1.08%


2015 AUM:  $141.5 million


2015 production: $1.5 million


Fee business: 74%


Years in current position: 7 


Total years as FA:   16


 


Most profitable bank advisers

17. Daniel Paley (32)


Bank: PNC Bank  


Location: Dunwoody, Ga.


TPM:  none


Profitability ratio:  1.08%


2015 AUM: $59.1 million


2015 production: $639,000


Fee business: 57%


Years in current position: 2  


Total years as FA:   13


 


Most profitable bank advisers

16. Joel Worsfold  (66)


Bank: Wells Fargo


Location: Des Moines, Iowa


TPM: none


Profitability ratio: 1.10%


2015 AUM: $305.8 million


2015 production:  $3.4 million


Fee business:  83%


Years in current position: 21


Total years as FA:  27

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Most profitable bank advisers

15. Stephen Drizos (69)


Bank: PNC Bank


Location:  Pittsburgh, Pa.


TPM:  none


Profitability ratio: 1.12%


2015 AUM: $57.4 million


2015 production: $642,000


Fee business: 52%


Years in current position: 2


Total years as FA: 2


 


Most profitable bank advisers

14.  Zachary Archer (97)


Bank: Bank of Oklahoma 


Location: Edmond, Okla.


TPM:  BOSC


Profitability ratio: 1.13%


2015 AUM: $82 million


2015 production: $927,000


Fee business: 10%


Years in current position:  5


Total years as FA: 14


Most profitable bank advisers

13. Tom Moran (59)


Bank: Webster Bank


Location:  Waterbury, Conn.


TPM: LPL


Profitability ratio:  1.13%


2015 AUM: $150 million


2015 production:  $1.7 million


Fee business: 12%


Years in current position: 20


Total years as FA:  24

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Most profitable bank advisers

12. Harold Harris (86)


Bank:  Trustmark National Bank


Location: Meridian, Miss


TPM:  LPL


Profitability ratio:  1.14%


2015 AUM: $130.7 million


2015 production:  $1.5 million


Fee business: 0%


Years in current position: 9% 


Total years as FA:  28%


 


Most profitable bank advisers

11. Adam Nieto (17)


Bank: Fremont Bank 


Location: Fremont, Calif.


TPM: Sorrento Pacific


Profitability ratio:  1.14% 


2015 AUM: $284.7 million


2015 production: $3.2 million


Fee business:  1%


Years in current position: 13


Total years as FA: 26


 


Most profitable bank advisers

10. Michael Harrington (74)


Bank:  United Community Bank


Location: Dawsonville, Ga.


TPM:  Invest Financial


Profitability ratio: 1.16%


2015 AUM: $57.9 million


2015 production: $669,000


Fee business: 2%


Years in current position: 14 


Total years as FA: 19


 

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Most profitable bank advisers

9. Kristopher Samiec (16)


Bank: PNC Bank 


Location: Chicago


TPM: none


Profitability ratio:  1.19%


2015 AUM: $54.8 million


2015 production:  $653,000


Fee business: 70%


Years in current position: 4


Total years as FA: 18


 


Most profitable bank advisers

8. Paul Mancuso Jr. (18)


Bank: Community Bank of Parkersburg 


Location: Parkersburg, W.V.


TPM: Cetera


Profitability ratio:  1.28%


2015 AUM: $95.2 million


2015 production: $1.2 million


Fee business: 11%


Years in current position: 16


Total years as FA: 18


 


Most profitable bank advisers

7. Noemi Salas (65)


Bank:  IBC Bank


Location:  Brownsville, Texas


TPM: LPL


Profitability ratio: 1.39%


2015 AUM: $56.1 million


2015 production:  $789,000


Fee business:  11%


Years in current position: 11


Total years as FA:  16


 

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Most profitable bank advisers

6. Greg Silva (78)


Bank: Webster Bank


Location: Cranston, R.I.


TPM:  LPL


Profitability ratio: 1.40%


2015 AUM: $34 million


2015 production: $475,000


Fee business: 25%


Years in current position: 4 


Total years as FA: 10


 


Most profitable bank advisers

5. Jay Burkett (89)


Bank: United Community Banks 


Location: Cleveland, Ga.


TPM:  Invest Financial


Profitability ratio: 1.43%


2015 AUM: $79.4 million


2015 production: $1.2 million


Fee business: 3%


Years in current position: 15 


Total years as FA:  18


 


Most profitable bank advisers

4. Clayton Bentzen (94)


Bank:  Central Bank


Location: Warrensburg, Mo.


TPM: Invest Financial 


Profitability ratio: 1.51%


2015 AUM:  $22.2 million


2015 production: $336,000


Fee business: 2%


Years in current position: 5 


Total years as FA:  6


 

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Most profitable bank advisers

3. Evan Mayer (24)


Bank: Suntrust 


Location: Boca Raton, Fla.


TPM: none


Profitability ratio: 1.67%


2015 AUM: $60 million


2015 production:  $1 million


Fee business: 60%


Years in current position: 3


Total years as FA:  12


 


Most profitable bank advisers

2. Colin Kelty (64)


Bank: MB Financial


Location:  River Forest, Ill.


TPM:  Cetera


Profitability ratio: 1.74%


2015 AUM: $49.1 million


2015 production:  $854,000


Fee business:  7%


Years in current position: 4


Total years as FA:  5


 


Most profitable bank advisers

1. Greg Manning (8)


Bank: Citibank


Location: Stamford, Conn.


TPM: none


Profitability ratio: 2.49%


2015 AUM: $117.5 million


2015 production: $2.9 million


Fee business: 13%


Years in current position: 3


Total years as FA: 31