Slideshow Top Bank Advisors by Return-on-Assets

Published
  • February 24 2014, 4:12pm EST
26 Images Total

Top Bank Advisors by Return-on-Assets

We recently ran our signature BIC Top 50 and, as a new online feature, we also ran The Next 50. Those rankings were based on our own algorithm of six different variables. Here, we take a new look at all 100 bank advisors and list the top 25 based solely on their ratio of 2013 production per average AUM (which we calculated as a simple average of the end-of-year numbers for the current and previous year.)


The numbers after their names show where they ranked on our original lists.


<b>25. Jason Chad Holt (32)</b>

Bank: F&M Bank


TPM: LPL Financial


1.08%


2013 production: $1.2 million


2012 production: $982,000


2013 AUM: $124 million


2012 AUM: $95 million


Fee-based business: 22%

Content Continues Below


<b>24. Ray Beloin (12)</b>

Bank: Webster Bank


TPM: LPL Financial


1.09%


2013 production: $1.6 million


2012 production: $1.2 million


2013 AUM: $157 million


2012 AUM: $143 million


Fee-based business: 37%


<b>23. Joel Worsfold (22)</b>

Bank: Wells Fargo


TPM: None


1.10%


2013 production: $2.5 million


2012 production: $2.2 million


2013 AUM: $253 million


2012 AUM: $206 million


Fee-based business: 93%


<b>22. Mike Stevens (56)</b>

Bank: Wells Fargo


TPM: N/A


1.12%


2013 production: $1.5 million


2012 production: $955,000


2013 AUM: $143 million


2012 AUM: $125 million


Fee-business: 23%

Content Continues Below


<b>21. Mario Fratto (31)</b>

Bank: Citibank


TPM: None


1.20%


2013 production: $1.5 million


2012 production: $1 million


2013 AUM: $130 million


2012 AUM: $120 million


Fee-based business: 20%


<b>20. Todd Dathe (37)</b>

Bank: First Bank & Trust


TPM: Raymond James


1.22%


2013 production: $746,000


2012 production: $499,000


2013 AUM: $70 million


2012 AUM: $53 million


Fee-based business: 59%


<b>19. Gregory Brown (41)</b>

Bank: Happy State Bank


TPM: LPL Financial


1.25%


2013 production: $821,000


2012 production: $220,000


2013 AUM: $73 million


2012 AUM: $58 million


Fee-based business: 0%

Content Continues Below


<b>18. Malik Khaliq (20)</b>

Bank: Wells Fargo


TPM: None


1.28%


2013 production: $2.6 million


2012 production: $2.1 million


2013 AUM: $215 million


2012 AUM: $190 million


Fee-based business: 90%


<b>17. Joshua Mitchell (77)</b>

Bank: PNC


TPM: none


1.29%


2013 production: $535,000


2012 production: $385,000


2013 AUM: $54 million


2012 AUM: $29 million


Fee-business: 42%


<b>16. Craven Green (95)</b>

Bank: Extraco Bank


TPM: Raymond James


1.29%


2013 production: $987,000


2012 production: $807,000


2013 AUM: $80 million


2012 AUM: $73 million


Fee-business: 98%

Content Continues Below


<b>15. Mark Oechler (17)</b>

Bank: Johnson Bank


TPM: Invest Financial


1.30%


2013 production: $1.2 million


2012 production: $1 million


2013 AUM: $171 million


2012 AUM: $160 million


Fee-based business: 5%


<b>14. Kevin McDermott (5)</b>

Bank: Citadel Credit Union


TPM: CUSO Financial


1.30%


2013 production: $1.7 million


2012 production: $1.3 million


2013 AUM: $143 million


2012 AUM: $118 million


Fee-based business: 60%


<b>13. Brian Mullins (78)</b>

Bank: ORNL Federal Credit Union


TPM: Invest Financial


1.32%


2013 production: $672,000


2012 production: $115,000


2013 AUM: $55 million


2012 AUM: $46 million


Fee-business: 4%

Content Continues Below


<b>12. Charles Gualano (42)</b>

Bank: Trustmark National Bank


TPM: LPL Financial


1.33%


2013 production: $1.5 million


2012 production: $909,000


2013 AUM: $113 million


2012 AUM: $113 million


Fee-based business: 28%


<b>11. Jose Cruz (15)</b>

Bank: International Bank of Commerce


TPM: LPL Financial


1.39%


2013 production: $1.3 million


2012 production: $707,040


2013 AUM: $115 million


2012 AUM: $77 million


Fee-based business: 0%


<b>10. Harold Harris III (60)</b>

Bank: Trustmark National Bank


TPM: LPL Financial


1.44%


2013 production: $1.2 million


2012 production: $894,000


2013 AUM: $88 million


2012 AUM: $78 million


Fee-business: 0%

Content Continues Below


<b>9. John (Jay) Burkett (45)</b>

Bank: United Community Banks


TPM: Invest Financial


1.49%


2013 production: $885,000


2012 production: $570,000


2013 AUM: $66 million


2012 AUM: $53 million


Fee-based business: 3%


<b>8. Susan Welo (27)</b>

Bank: First State Bank of North Dakota


TPM: Securities America


1.67%


2013 production: $1.2 million


2012 production: $675,000


2013 AUM: $78 million


2012 AUM: $65 million


Fee-based business: 0%


<b>7. Caleb Kennedy (43)</b>

Bank: Space Coast Credit Union


TPM: LPL Financial


1.73%


2013 production: $949,000


2012 production: $506,000


2013 AUM: $60 million


2012 AUM: $49 million


Fee-based business: 1%

Content Continues Below


<b>6. Fernando Montemayor (2)</b>

Bank: International Bank of Commerce


TPM: LPL Financial


1.93%


2013 production: $1.8 million


2012 production: $731,000


2013 AUM: $120 million


2012 AUM: $67 million


Fee-based business: 0%


<b>5. David Jones (28)</b>

Bank: Lake City Bank


TPM: Cetera Financial


2.06%


2013 production: $1.9 million


2012 production: $1.3 million


2013 AUM: $100 million


2012 AUM: $90 million


Fee-based business: 0%


<b>4. Bryan Pecherek (53)</b>

Bank: Merck Sharp and Dohme Federal


TPM: Invest Financial Corp.


2.14%


2013 Production: $578,000


2012 Production: $188,000


2013 AUM: $35 million


2012 AUM: $19 million


Fee-business: 19%

Content Continues Below


<b>3. Doug Leonzi (9)</b>

Bank: National Penn Bank


TPM: Cetera Financial


2.29%


2013 production: $1.6 million


2012 production: $857,000


2013 AUM: $78 million


2012 AUM: $58 million

t

Fee-based business: 48%


<b>2. Ronda Arnett (16)</b>

Bank: Columbia State Bank


TPM: Cetera Financial


2.79%


2013 production: $1.3 million


2012 production: $700,000


2013 AUM: $53 million


2012 AUM: $37 million


Fee-based business: 40%


<b>1. Eden DeMar (18)</b>

Bank: Citibank


TPM: None


2.90%


2013 production: $3.6 million


2012 production: $2.9 million


2013 AUM: $133 million


2012 AUM: $115 million


Fee-based business: 14%