Slideshow Top 100 bank advisors (51-75)

Published
  • December 06 2017, 12:00pm EST
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Top Bank Advisors (51-75)

Here we continue our Top 100 bank advisors ranking with those who ranked 51-75. You can see those who ranked 1-50, and 76-100 in separate slideshows.

To compile our annual list, we combine multiple variables into one composite score, including assets under management, production, growth and fee business to determine advisors' scores.

Our list has become a true testament to consistency as the winners inevitably are those who do well across the board even if they aren’t the absolute best in a specific area.

Full Top 100 coverage:
Top 100 bank advisors: Who’s in and how they did it
Top 100 bank advisors (1 – 25)
Top 100 bank advisors (26-50)
Top 100 bank advisors (51-75)
Top 100 bank advisors (76 – 100)
Courting HNW clients in the Music City

75. Jeff Alejandro Jr.

Bank: First Tech Federal Credit Union (Addison Avenue Investment Services)
TPM: Raymond James
Location: Cupertino, California
2017 AUM: $121 million
2016 AUM: $112.6 million
2017 Production: $1.1 million
2016 Production: $872,000
Years in industry: 15

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74. Jimmy May

Bank: First Bank & Trust
TPM: Raymond James
Location: Sioux Falls, South Dakota
2017 AUM: $100.4 million
2016 AUM: $74.9 million
2017 Production: $856,000
2016 Production: $792,000
Years in industry: 14

73. Gene Mattingly

Bank: German American
TPM: LPL Financial
Location: Jasper, Indiana
2017 AUM: $182.5 million
2016 AUM: $162.6 million
2017 Production: $846,000
2016 Production: $539,000
Years in industry: 17

72. Josh Haber

Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $469.3 million
2016 AUM: $443.1 million
2017 Production: $2.3 million
2016 Production: $2.1 million
Years in industry: 18

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71. Vince Little

Bank: Sturgis Bank
TPM: Raymond James
Location: Sturgis, Michigan
2017 AUM: $125 million
2016 AUM: $96.6 million
2017 Production: $782,000
2016 Production: $688,000 (est)
Years in industry: 20

70. Kyle Bowen

Bank: Bank of Texas
TPM: BOK Financial
Location: Dallas
2017 AUM: $118 million
2016 AUM: $87 million
2017 Production: $754,000
2016 Production: $582,000
Years in industry: 14

69. Stephen Skokos

Bank: Mountain America Credit Union
TPM: LPL Financial
Location: Washington, Utah
2017 AUM: $70 million
2016 AUM: $54.9 million
2017 Production: $718,000
2016 Production: $571,000
Years in industry: 5

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68. Josh Mitchell

Bank: PNC
TPM: N/A
Location: Moon Twp, Pennsylvania
2017 AUM: $96 million
2016 AUM: $85.7 million
2017 Production: $939,000
2016 Production: $755,000
Years in industry: 12

67. Daniel McGowan

Bank: PNC Bank
TPM: National Financial Services
Location: Versailles, Kentucky
2017 AUM: $100.2 million
2016 AUM: $88.3 million
2017 Production: $909,000
2016 Production: $755,000
Years in industry: 16

66. Bernard Reina

Bank: Citibank
TPM: N/A
Location: Los Angeles
2017 AUM: $201.3 million
2016 AUM: $190.0 million
2017 Production: $1.6 million
2016 Production: $1.5 million
Years in industry: 20

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65. Diane Kessler

Bank: Citibank
TPM: N/A
Location: Bethesda, Maryland
2017 AUM: $316.6 million
2016 AUM: $280.5 million
2017 Production: $1.1 million
2016 Production: $959,000
Years in industry: 14

64. Annette Martin

Bank: Fulton Financial Advisors
TPM: Raymond James
Location: Lancaster, Pennsylvania
2017 AUM: $161.1 million
2016 AUM: $147.2 million
2017 Production: $1.5 million
2016 Production: $1.4 million
Years in industry: 22

63. Anthony Petisco

Bank: Total Bank
TPM: Raymond James
Location: Miami
2017 AUM: $95.7 million
2016 AUM: $69.9 million
2017 Production: $657,000
2016 Production: $394,000
Years in industry: 12

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62. Barry Moody

Bank: Pinnacle Bank
TPM: Raymond James
Location: Nashville, Tennessee
2017 AUM: $245 million
2016 AUM: $217.3 million
2017 Production: $1.0 million
2016 Production: $883,000
Years in industry: 25

61. Deborah Boisselle

Bank: Citizens National Bank of Bluffton
TPM: LPL Financial
Location: Bluffton, Ohio
2017 AUM: $136.1 million
2016 AUM: $132.7 million
2017 Production: $1.9 million
2016 Production: $1.7 million
Years in industry: 23

60. Robert Hanes

Bank: Citibank
TPM: N/A
Location: New York
2017 AUM: $468.5 million
2016 AUM: $442.3 million
2017 Production: $2.0 million
2016 Production: $1.9 million
Years in industry: 24

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59. Brian McLaughlin

Bank: Liberty Bank
TPM: Raymond James
Location: Middletown, Connecticut
2017 AUM: $177.1 million
2016 AUM: $165.7 million
2017 Production: $1.2 million
2016 Production: $1 million
Years in industry: 26

58. Costas Grekis

Bank: Clearview Investment Advisors
TPM: CUNA Brokerage Services
Location: Washington, Pennsylvania
2017 AUM: $291.1 million
2016 AUM: $258 million
2017 Production: $1.9 million
2016 Production: $1.8 million
Years in industry: 17

57. Adam Allen

Bank: MainSource Bank
TPM: Raymond James
Location: Greenwood, Indiana
2017 AUM: $146.3 million
2016 AUM: $121.5 million
2017 Production: $974,000
2016 Production: $878,000
Years in industry: 16

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56. John Evans

Bank: MidwestOne Bank
TPM: LPL Financial
Location: Iowa City, Iowa
2017 AUM: $136.4 million
2016 AUM: $116 million
2017 Production: $1.1 million
2016 Production: $992,000
Years in industry: 13

55. Greg Scott

Bank: Summit Bank
TPM: Raymond James
Location: Panama City, Florida
2017 AUM: $212.9 million
2016 AUM: $195.7 million
2017 Production: $1.5 million
2016 Production: $1.4 million
Years in industry: 15

54. Robert Fallone

Bank: Citibank
TPM: N/A
Location: Scarsdale, New York
2017 AUM: $327.6 million
2016 AUM: $309.2 million
2017 Production: $1.4 million
2016 Production: $1.1 million
Years in industry: 9

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53. Brian Allsop

Bank: Bank of Canton
TPM: Infinex Investments
Location: Canton, Massachusetts
2017 AUM: $229 million
2016 AUM: $206 million
2017 Production: $1.3 million
2016 Production: $1.1 million
Years in industry: 28

52. Robert Nicotra

Bank: Citibank
TPM: N/A
Location: Boca Raton, Florida
2017 AUM: $265.2 million
2016 AUM: $243.8 million
2017 Production: $1.5 million
2016 Production: $1.3 million
Years in industry: 28

51. Peter Darke

Bank: Citibank
TPM: N/A
Location: Washington, D.C.
2017 AUM: $240.8 million
2016 AUM: $213.4 million
2017 Production: $1.3 million
2016 Production: $1.2 million
Years in industry: 19