Slideshow Top bank advisers (51-75)

Published
  • November 23 2015, 2:15pm EST

Top bank advisers (51-75)

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to continue our Next 50. These advisers ranked 51 through 100 in our analysis.

Here we are highlighting numbers 51 through 75. Yesterday, we had 76 through 100.

Our ranking is designed to recognize the most successful bank and credit union advisers based on several key areas, such as assets under management; trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.

75. John Gurski

Bank: Kennebunk Savings

Location: Kennebunk, Maine

TPM: LPL

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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74. Michael Harrington

Bank: United Community Bank

Location: Dawsonville, Ga.

TPM: Invest Financial

2015 AUM: $57.9 million

2015 production: $669,000

Fee business: 2%

Years in current position: 14

Total years as FA: 19

73. David Volpe

Bank: Wells Fargo

Location: Raleigh, N.C.

TPM: none

2015 AUM: $228 million

2015 production: $2.1 million

Fee business: 63%

Years in current position: 2

Total years as FA: 12

72. Joseph Cappello

Bank: ESL Federal Credit Union

Location: Rochester, N.Y.

TPM: LPL

2015 AUM: $80.1 million

2015 production: $514,000

Fee business: 87%

Years in current position: 6

Total years as FA: 16

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71. David Lofton

Bank: Bank of Tennessee

Location: Collierville, Tenn.

TPM: Raymond James

2015 AUM: $99.5 million

2015 production: $893,000

Fee business: 73%

Years in current position: 6

Total years as FA: 17

70. Terry Burns

Bank: Wells Fargo

Location: Seattle

TPM: none

2015 AUM: $385.8 million

2015 production: $2 million

Fee business: 90%

Years in current position: 27

Total years as FA: 17

69. Stephen Drizos

Bank: PNC Bank

Location: Pittsburgh, Pa.

TPM: none

2015 AUM: $57.4 million

2015 production: $642,000

Fee business: 52%

Years in current position: 2

Total years as FA: 2

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68. Matthew Griffin

Family Trust Federal Credit Union

Location: Rock Hill, S.C.

TPM: LPL

2015 AUM: $65.3 million

2015 production: $657,000

Fee business: 92%

Years in current position: 6

Total years as FA: 15

67. Craig Bedenbaugh

Bank: Wells Fargo

Location: Greenville, S.C.

TPM: none

2015 AUM: $208.1 million

2015 production: $2 million

Fee business: 43%

Years in current position: 2

Total years as FA: 16

66. Joel Worsfold

Bank: Wells Fargo

Location: Des Moines, Iowa

TPM: none

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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65. Noemi Salas

Bank: IBC Bank

Location: Brownsville, Texas

TPM: LPL

2015 AUM: $56.1 million

2015 production: $789,000

Fee business: 11%

Years in current position: 11

Total years as FA: 16

64. Colin Kelty

Bank: MB Financial

Location: River Forest, Ill.

TPM: Cetera

2015 AUM: $49.1 million

2015 production: $854,000

Fee business: 7%

Years in current position: 4

Total years as FA: 5

63. Nathan Quello

Bank: First Dakota National Bank

Location: Sioux Falls, S.D.

TPM: Raymond James

2015 AUM: $342. 5 million

2015 production: $2.1 million

Fee business: 5%

Years in current position: 2

Total years as FA: 15

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62. Lance Armstrong

Bank: First Hope Bank

Location: Columbia, N.J.

TPM: Raymond James

2015 AUM: $194.4 million

2015 production: $1 million

Fee business: 71%

Years in current position: 8

Total years as FA: 12

61. Rodney Horelka

Bank: Prosperity Bank

Location: Victoria, Texas

TPM: Cetera

2015 AUM: $169 million

2015 production: $1.6 million

Fee business: 50%

Years in current position: 16

Total years as FA: 20

60. Tom McHale

Bank: PNC Bank

Location: Marlton, N.J.

TPM: none

2015 AUM: $163.3 million

2015 production: $1.6 million

Fee business: 39%

Years in current position: 19

Total years as FA: 26

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59. Tom Moran

Bank: Webster Bank

Location: Waterbury, Conn.

TPM: LPL

2015 AUM: $150 million

2015 production: $1.7 million

Fee business: 12%

Years in current position: 20

Total years as FA: 24

58. Dee Jernigan Jr.

Bank: Franklin Synergy Bank

Location: Murfreesboro, Tenn.

TPM: Raymond James

2015 AUM: $185.3 million

2015 production: $1.2 million

Fee business: 67%

Years in current position: 12

Total years as FA: 19

57. Tracy Duncan

Bank: Allegacy Federal Credit Union

Location: Clemmons, N.C.

TPM: CUSO Financial

2015 AUM: $248.5 million

2015 production: $1.9 million

Fee business: 52%

Years in current position: 12

Total years as FA: 23

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56. Ryan Stevens

Bank: Wells Fargo

Location: Billings, Mont.

TPM: none

2015 AUM: $205.4 million

2015 production: $1.2 million

Fee business: 91%

Years in current position: 11

Total years as FA: 7

55. Andrew Vahab

Bank: Citibank

Location: New York, N.Y.

TPM: none

2015 AUM: $538.4 million

2015 production: $3.3 million

Fee business: 56%

Years in current position: 11

Total years as FA: 14

54. Michelle Ashworth

Bank: Corning Credit Union

Location: Corning, N.Y.

TPM: Raymond James

2015 AUM: $119 million

2015 production: $1 million

Fee business: 58%

Years in current position: 8

Total years as FA: 8

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53. Bradley Sova

Bank: DFCU Financial

Location: Livonia, Mich

TPM: CUSO Financial

2015 AUM: $340 million

2015 production: $2.1 million

Fee business: 56%

Years in current position: 14

Total years as FA: 19

52. Scott Rogers

Bank: Wells Fargo

Location: San Jose, Calif.

TPM: none

2015 AUM: $241 million

2015 production: $1.5 million

Fee business: 73%

Years in current position: 24

Total years as FA: 27

51. Edward Gibson

Bank: Citibank

Location: Eastchester, N.Y.

TPM: none

2015 AUM: $229.6 million

2015 production: $2 million

Fee business: 73%

Years in current position: 24

Total years as FA: 27