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May 9, 2017

Nine Raymond James-affiliated program managers named top in the nation

ST. PETERSBURG, Fla. – Nine program managers affiliated with Raymond James Financial Institutions Division were recently named among the top in the nation in Bank Investment Consultant’s (BIC) list of the Top 25 Program Managers. Raymond James topped the list with the most program managers of any firm recognized. 

The Raymond James–affiliated investment program managers honored in this annual list are:

No. 1 - Scott Jenner of Addison Avenue Investment Services in Rocklin, California
No. 2 - Gary Collier of Pinnacle Bank in Nashville, Tennessee 
No. 5 - Steve Kruchten of Bremer Bank in St. Paul, Minnesota 
No. 6 - Ken Wren Jr. of TowneBank in Suffolk, Virginia 
No. 8 - Michael George of Fulton Bank in Lancaster, Pennsylvania 
No. 12 - Brad Beesley of First Mid-Illinois Bank & Trust in Mattoon, Illinois
No. 13 - Jason Phipps of Peoples Bank in Marietta, Ohio
No. 20 - John McRae of Citizens National Bank in Meridian, Mississippi 
No. 23 - Fred Greene of Woodforest National Bank in The Woodlands, Texas

“I’m proud to congratulate these nine outstanding program managers, many of whom are perennially named to this prestigious list,” said Tim Killgoar, senior vice president and head of Raymond James’ Financial Institutions Division. “Not only did Raymond James program managers fill the top two spots, but we also had more named to this list than any other institution – which is a testament to the caliber of the managers affiliated with FID.”

To determine the Top 25 Program Managers, Bank Investment Consultant ranked program managers on several criteria, including the number of advisors they oversee, team assets under management, percentage growth in team production and production per advisor. 

The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,700 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 7,200 financial advisors serving approximately 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are $643 billion.

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.