Top Bank Advisors by Production

We recently ran our signature BIC Top 50 and as a new online feature we also debuted 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 trailing-12 production numbers ending Aug. 31, 2013.


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Top 50 Bank Advisors (1-25)
Top 50 Bank Advisors (26-50)
Top 25 Bank Advisors by Fee Business
Top 25 Bank Advisors by AUM
25 (tie). Edward Gibson (52) 25 (tie). Edward Gibson (52)

Bank: Citibank

TPM: N/A

2013 Production: $1.7 million

2012 Production: $1.4 million

2013 AUM: $211 million

2012 AUM: $216 million

Fee-business: 70%

25 (tie). Kevin McDermott (5) 25 (tie). Kevin McDermott (5)

Bank: Citadel Credit Union

TPM: CUSO Financial

2013 Production: $1.7 million

2012 Production: $1.3 million

2013 AUM: $143 million

2012 AUM: $118 million

Fee-based business: 60%

24. Francis O’Neill III (13) 24. Francis O’Neill III (13)

Bank: Wells Fargo

TPM: none

2013 Production: $1.71 million

2012 Production: $1.2 million

2013 AUM: $210 million

2012 AUM: $175 million

Fee-based business: 44%

23. Robert Lee Leach (48) 23. Robert Lee Leach (48)

Bank: Heritage Bank of the South

TPM: LPL Financial

2013 Production: $1.75 million

2012 Production: $1.5 million

2013 AUM: $207 million

2012 AUM: $186 million

Fee-based business: 10%

21 (tie). Robert Jacobsen (91) 21 (tie). Robert Jacobsen (91)

Bank: Johnson Bank

TPM: Invest Financial

2013 Production: $1.8 million

2012 Production: $1.5 million

2013 AUM: $221,000

2012 AUM: $269,000

Fee-business: 0%

21 (tie). Fernando Montemayor (2) 21 (tie). Fernando Montemayor (2)

Bank: International Bank of Commerce

TPM: LPL Financial

2013 Production: $1.8 million

2012 Production: $731,000

2013 AUM: $120 million

2012 AUM: $67 million

Fee-based business: 0%

19 (tie). Scott Kreter (80) 19 (tie). Scott Kreter (80)

Bank: SunTrust

TPM: none

2013 Production: $1.9 million

2012 Production: $1.8 million

2013 AUM: $236 million

2012 AUM: $213 million

Fee-business: 40%

19 (tie). Melanie Weischwill (57) 19 (tie). Melanie Weischwill (57)

Bank: First Victoria National Bank

TPM: Cetera Financial Institutions

2013 Production: $1.9 million

2012 Production: $1.8 million

2013 AUM: $197 million

2012 AUM: $177 million

Fee-business: 34%

18. David Jones (28) 18. David Jones (28)

Bank: Lake City Bank

TPM: Cetera Financial

2013 Production: $1.96 million

2012 Production: $1.3 million

2013 AUM: $100 million

2012 AUM: $90 million

Fee-based business: 0%

17. Ken Scott Chastain (11) 17. Ken Scott Chastain (11)

Bank: Wells Fargo

TPM: None

2013 Production: $2 million

2012 Production: $1.4 million

2013 AUM: $290 million

2012 AUM: $240 million

Fee-based business: 35%

16. Robert Hanes (67) 16. Robert Hanes (67)

Bank: Citibank

TPM: N/A

2013 Production: $2.1 million

2012 Production: $1.7 million

2013 AUM: $381 million

2012 AUM: $380 million

Fee-business: 43%

 15. Jeff Germain (47) 15. Jeff Germain (47)

Bank: Wells Fargo

PM: None

2013 Production: $2.2 million

2012 Production: $1.7 million

2013 AUM: $705 million

2012 AUM: $546 million

Fee-based business: 87%

14. Alex Marks (55) 14. Alex Marks (55)

Bank: Citibank

TPM: N/A

2013 Production: $2.3 million

2012 Production: $1.9 million

2013 AUM: $439 million

2012 AUM: $410 million

Fee-business: 42%

13. Chuck Lewis (83) 13. Chuck Lewis (83)

Bank: Wells Fargo

TPM: none

2013 Production: $2.5 million

2012 Production: $2.1 million

2013 AUM: $494 million

2012 AUM: $410 million

Fee-business: 50%

12. Joel Worsfold (22) 12. Joel Worsfold (22)

Bank: Wells Fargo

TPM: None

2013 Production: $2.53 million

2012 Production: $2.2 million

2013 AUM: $253 million

2012 AUM: $206 million

Fee-based business: 93%

8 (tie). Emile Abinader (71) 8 (tie). Emile Abinader (71)

Bank: Citibank

TPM: N/A

2013 Production: $2.6 million

2012 Production: $2.6 million

2013 AUM: $313 million

2012 AUM: $301 million

Fee-business: 86%

8 (tie). Randall Krenzin (51) 8 (tie). Randall Krenzin (51)

Bank: Wells Fargo

TPM: N/A

2013 Production: $2.6 million

2012 Production: $1.9 million

2013 AUM: $365 million

2012 AUM: $335 million

Fee-business: 73%

8 (tie). Malik Khaliq (20) 8 (tie). Malik Khaliq (20)

Bank: Wells Fargo

TPM: None

2013 Production: $2.6 million

2012 Production: $2.1 million

2013 AUM: $215 million

2012 AUM: $190 million

Fee-based business: 90%

8 (tie). Andrew Vahab (8) 8 (tie). Andrew Vahab (8)

Bank: Citibank

TPM: None

2013 Production: $2.6 million

2012 Production: $1.8 million

2013 AUM: $376 million

2012 AUM: $290 million

Fee-based business: 48%

7. Rob Reich (7) 7. Rob Reich (7)

Bank: Wells Fargo

TPM: none

2013 Production: $2.7 million

2012 Production: $2.1 million

2013 AUM: $393 million

2012 AUM: $308 million

Fee-based business: 90%

5 (tie). Josh Haber (6) 5 (tie). Josh Haber (6)

Bank: Citibank

TPM: none

2013 Production: $3.3 million

2012 Production: $1.6 million

2013 AUM: $381 million

2012 AUM: $380 million

Fee-based business: 28%

5 (tie). Bruce Knott (3) 5 (tie). Bruce Knott (3)

Bank: Wells Fargo

TPM: none

2013 Production: $3.3 million

2012 production: $1.9 million

2013 AUM: $513 million

2012 AUM: $392 million

Fee-based business: 86%

4. Russell Cesari (14) 4. Russell Cesari (14)

Bank: Northwest Federal CU

TPM: none

2013 Production: $3.4 million

2012 Production: $3.1 million

2013 AUM: $404 million

2012 AUM: $361 million

Fee-based business: 90%

2 (tie). Matthew Fryar (93) 2 (tie). Matthew Fryar (93)

Bank: Wells Fargo

TPM: none

2013 Production: $3.6 million

2012 Production: $3.2 million

2013 AUM: $540 million

2012 AUM: $490 million

Fee-business: 96%

2 (tie). Eden DeMar (18) 2 (tie). Eden DeMar (18)

Bank: Citibank

TPM: None

2013 Production: $3.6 million

2012 production: $2.9 million

2013 AUM: $133 million

2012 AUM: $115 million

Fee-based business: 14%

1. William Oliver (23) 1. William Oliver (23)

Bank: Wells Fargo

TPM: None

2013 Production: $5.6 million

2012 Production: $4.3 million

2013 AUM: $893 million

2012 AUM: $774 million

Fee-based business: 84%