Slideshow Producer Profiles of 2011: 12 Advisors Stand Out

Published
  • December 21 2011, 3:05pm EST
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Producer Profiles of 2011: 12 Advisors Stand Out

The nation’s estimated 17,600 bank advisors are as diverse as the U.S. itself. Here are 12 who were profiled in our magazine this year, each with different investment philosophies, market niches, and business development approaches. Their interests, too, are just as varied, making each producer stand out on many levels.

Fred Greene, Woodforest National Bank (2010 AUM: $210 million) <br><br>

Advisor Fred Greene likes tax-free bonds for his clients and has specific reasons why.
But he really gets excited when he’s in the air and able to clear his head.
Click here for profile.

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Steve Kennedy, TowneBank (2010 AUM: $151.2 million) <br><br>

Army vet Steve Kennedy is brave enough to actively manage money in today’s environment—it’s him versus “Mr. Market” and that’s just the way he likes it.
Click here for profile.

Curt Anderson, Busey Bank (2010 AUM: $238 million) <br><br>

Curt Anderson used to be a corporate president, but now he enjoys being an investment doctor.
Click here for profile.

Ashlyn Hood, Susquehanna Wealth Strategies (2010 AUM: $25.9 million) <br><br>

Ashlyn Hood uses her training in psychology to help her clients realize their dreams of financial stability.
Click here for profile.

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Frank Smith, FirstAmerica Bank & Trust (2010 AUM: $34.7 million) <br><br>

Advisor Frank Smith loves to coach youth sports, which is good for business in rural Louisiana.
Click here for profile.

Starlette Vance (left), The People’s Bank (2010 AUM: $10.5 million) <br><br>

In a small Mississippi town, a popular advisor carves out a comfortable niche her way—without the mention of “high-net-worth.”
Click here for profile.

Roderick K. Day, U.S. Senate Federal Credit Union (2010 AUM: $20 million) <br><br>

Advisor Roderick Day helps those least expected to need financial guidance: the nation’s financial lawmakers.
Click here for profile.

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Susan Welo, First State Bank of North Dakota and Goose River Bank (2010 AUM: $55 million) <br><br>

Over-the-road financial advisor in North Dakota uses her driving time to the branch offices to her advantage.
Click here for profile.

Donald M. Jankowski, Gateway Bank of Southwest Florida (2010 AUM: $110 million) <br><br>

From running the New York City Marathon to leaving a $100 million book of business, Don Jankowski doesn’t hesitate to throw himself into something new.
Click here for profile.

David Jones, Lake City Bank (2010 AUM: $45 million) <br><br>

A former divinity student gains financial converts through an educational approach to win their trust but not their blind faith.
Click here for profile.

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Mike Schwenker, Farmers and Merchants Bank (2010 AUM: $46 million) <br><br>

Advisor Mike Schwenker takes his charitable spirit to the no-investor-left-behind philosophy of a brokerage program that wouldn’t exist without him.
Click here for profile.

Henry Zabarsky, LPL (2010 AUM: $23 million) <br><br>

Henry Zabarsky’s journey to advising the ultra-religious Hasids in Brooklyn, N.Y., is anything but orthodox.
Click here for profile.