ST. PETERSBURG, Fla. – Twenty-nine Raymond James-affiliated advisors were named to Bank Investment Consultant’s list of the Top 100 Bank Advisors, more than any other firm included in the award selection process. The ranking evaluates advisors based on the following factors: assets under management (AUM), production, percentage change in AUM and production, the amount of fee business from the most recent production figures and the ratio of production per AUM.
“We congratulate all who made this prestigious list, particularly 29 of our very own affiliated bank advisors,” said John W. Houston, managing director of Raymond James’ Financial Institutions Division. “Nearly a third of the entire list includes Raymond James-affiliated advisors – a testament to the caliber of professionals with whom we are proud to partner. We have fantastic financial institution clients who do an exceptional job attracting the industry’s top talent.”
The FID-affiliated financial advisors named to this year's list are:
No. 2 - Jamie Hare, Pinnacle Bank
No. 5 - Dee Jernigan Jr., Franklin Synergy Bank
No. 8 - Brian McLaughlin, Liberty Bank
No. 9 - Michael Lipkins, Addison Avenue Investment Services
No. 11 - Paul Stetter Jr., Fulton Financial Advisors
No. 12 - John McRae, Citizens National Bank
No. 13 - Steve Kennedy, TowneBank
No. 16 - Greg Malin, Fulton Financial Advisors
No. 21 - Galen Krumme, MainSource Bank
No. 23 - Michael Cooney, Addison Avenue Investment Services
No. 28 - Patrick Varney, Bank of Colorado
No. 30 - David Lofton, Bank of Tennessee
No. 32 - Pat Faulkner, TowneBank
No. 34 - Brock Kidd, Pinnacle Bank
No. 37 - Nathan Quello, First Dakota National Bank
No. 52 - Aaron Schmit, American State Bank & Trust Co.
No. 55 - Kimberlee Bouska, Addison Avenue Investment Services
No. 61 - Lance Armstrong, First Hope Bank
No. 62 - Brett Everhart, Addison Avenue Investment Services
No. 63 - Barry Moody, Pinnacle Bank
No. 66 - Joel Adams, Southside Bank
No. 69 - Russell Allen, Vision Bank
No. 73 - Dwayne Stallings, Liberty Bank
No. 79 - Shawna Larson, City Bank
No. 84 - Annette Martin, Fulton Financial Advisors
No. 86 - Joseph Llanas, City Bank
No. 87 - Laura Pedroncelli, Addison Avenue Investment Services
No. 90 - James Marquardt, Bremer Bank
No. 97 - Fred Greene, Woodforest National Bank
To view the full list, click here.
About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including he possible loss of principal.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,600 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,100 financial advisors serving in excess of 2.9 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $600 billion.