Slideshow Top bank advisers: veterans and rookies

Published
  • February 24 2016, 5:08am EST

Top bank advisers: veterans and rookies

As part of our Top Bank Advisers ranking, we asked each nominee how long they had been working as an adviser. We included that stat in our final package, although we didn't use it as part of our weighting to determine the winners. But afterward, we re-ranked all the winners by that one number and decided it was worth highlighting for readers.

The first 10 here have the longest tenures as financial advisers. Combined, they have 228 years of industry experience (about the time George Washington's first term began.)

As a twist, we also added the 10 with the shortest tenures in the industry on the theory that making the grade in a short time was equally impressive. The numbers after their names show where they ranked on our original lists.

10. Alex Marks (87)

Bank: Citibank

Location: Chicago

TPM: none

2015 AUM: $519 million

2015 production: $3 million

Fee business: 51%

Years in current position: 26

Total years as FA: 27

Content Continues Below


9. Joel Worsfold (66)

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

8. Edward Gibson (51)

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

7. Harold Harris (86)

Bank: Trustmark National Bank

Location: Meridian, Miss

TPM: LPL

2015 AUM: $130.7 million

2015 production: $1.5 million

Fee business: 0%

Years in current position: 9

Total years as FA: 28

Content Continues Below


6. Kevin McDermott (27)

Bank: Citadel

Location: West Chester, Pa.

TPM: CUSO Financial

2015 AUM: $175.1 million

2015 production: $1.7 million

Fee business: 56%

Years in current position: 25

Total years as FA: 28

5. Steven Kennedy (21)

Bank: TowneBank

Location: Newport News, Va.

TPM: Raymond James

2015 AUM: $222.8 million

2015 production: $2 million

Fee business: 57%

Years in current position: 10

Total years as FA: 28

4. Rob Jacobsen (95)

Bank: Johnson Bank

Location: Racine, Wis.

TPM: Invest Financial

2015 AUM: $231 million

2015 production: $1.8 million

Fee business: 0%

Years in current position: 29

Total years as FA: 29

Content Continues Below


3. Patrick Faulkner (22)

Monarch Bank

Williamsburg, Va.

TPM: Raymond James

2015 AUM: $164.6 million

2015 production: $1.2 million

Fee business: 72%

Years in current position: 3

Total years as FA: 30

2. Greg Manning (8)

Bank: Citibank

Location: Stamford, Conn.

TPM: none

2015 AUM: $117.5 million

2015 production: $2.9 million

Fee business: 13%

Years in current position: 3

Total years as FA: 31

1. Brett Everhart (79)

Bank: First Tech Federal C.U. (Addison Avenue Investments)

Location: San Diego

TPM: Raymond James

2015 AUM: $167.8 million

2015 production: $1.5 million

Fee business: 39

Years in current position: 3

Total years as FA: 32

Content Continues Below


The previous 10 slides showed the advisors with the most seniority. The next 10 show the young hotshots who made our Top Bank Advisors ranking despite being in the industry the shortest amount of time.

These advisors all have been in the industry eight years or less. Meaning they could have used Twitter on their first day on the job (provided those pesky compliance officers gave their blessing.) Our least-tenured advisor, who ranks #1 for this list, has only been in the business two years. Meaning his entire career happened after Mariano Rivera retired from baseball. But in that short time, all 10 of these advisors have powered their way onto our Top Bank Advisors list.

Again, the numbers after their names show where they ranked on our original lists.

Read More:

Top Bank Advisors (1-25)

Top Bank Advisors (26-50)

Top Bank Advisors (51-75)

Top Bank Advisors (76-100)

10. Michelle Ashworth (54)

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

9. Alex Joannides (20)

Bank: Wells Fargo

Location: Anchorage, Alaska

TPM: none

2015 AUM: $102 million

2015 production: $998,000

Fee business: 93%

Years in current position: 7

Total years as FA: 8

Content Continues Below


8. Paul Atala (81)

Bank: Citibank

Location: New York

TPM: none

2015 AUM: $101.6 million

2015 production: $802,000

Fee business: 42%

Years in current position: 3

Total years as FA: 7

7. Ryan Stevens (56)

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

6. Matthew Obradovich (98)

Bank: New York Community Bank

Location: South Euclid, N.Y.

TPM: LPL

2015 AUM: $81 million

2015 production: $731,000

Fee business: 25%

Years in current position: 4

Total years as FA: 6

Content Continues Below


5. Clayton Bentzen (94)

Bank: Central Bank

Location: Warrensburg, Mo.

TPM: Invest Financial

2015 AUM: $22.2 million

2015 production: $336,000

Fee business: 2%

Years in current position: 5

Total years as FA: 6

4. Gene Songy (85)

Bank: South Louisiana Bank

Location: Houma, La.

TPM: Investment Centers of America

2015 AUM: $51.9 million

2015 production: $458,000

Fee business: 63%

Years in current position: 4

Total years as FA: 5

3. Colin Kelty (64)

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

Content Continues Below


2. Eric Warren (49)

Bank: Fifth-Third Bank

Location: Paris, Ky.

TPM: none

2015 AUM: $85 million

2015 production: $850,000

Fee business: 30%

Years in current position: 4

Total years as FA: 4

1. Stephen Drizos (69)

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