Twenty-Four Raymond James-affiliated Advisors Named among Top Bank Advisors
ST. PETERSBURG, Fla. – Twenty-four Raymond James-affiliated advisors were named to Bank Investment Consultant’s 2017 list of the Top 100 Bank Advisors.
“We congratulate the outstanding bank advisors who made this prestigious list, especially the twenty-four advisors affiliated with Raymond James’ Financial Institutions Division (FID),” said Tim Killgoar, senior vice president and head of FID. “We’re honored to be affiliated with these advisors, many of whom have been awarded this distinction in years past. They are an example of the caliber of advisors affiliated with our Financial Institutions Division. We’re proud to partner with them and their depository institutions, as they continue to deliver high quality investment and wealth management services to their clients.”
The FID-affiliated financial advisors named to this year's list are:
No. 1 - Brock Kidd, Pinnacle Bank
No. 4 - Paul Stetter, Jr., Fulton Financial Advisors
No. 7 - Michael Lipkins, Addison Avenue Investment Services
No. 8 - Laura Pedroncelli, Addison Avenue Investment Services
No. 15 - John McRae, Citizens National Bank
No. 20 - Jamie Hare, Pinnacle Bank
No. 26 - Michael Cooney, Addison Avenue Investment Services
No. 29 - Nathan Quello, First Dakota National Bank
No. 30 - Steve Kennedy, Towne Bank
No. 33 - Todd Guennigsmann, Bremer Bank
No. 35 - Patrick Varney, Bank of Colorado
No. 37 - Fred Greene, Woodforest National Bank
No. 39 - Greg Malin, Fulton Financial Advisors
No. 45 - Brett Everhart, Addison Avenue Investment Services
No. 47 - Brick Sturgeon, Pinnacle Bank
No. 55 - Greg Scott, Summit Bank
No. 57 - Adam Allen, MainSource Bank
No. 59 - Brian McLaughlin, Liberty Bank
No. 62 - Barry Moody, Pinnacle Bank
No. 63 - Anthony Petisco, Total Bank
No. 64 - Annette Martin, Fulton Financial Advisors
No. 71 - Vince Little, Sturgis Bank
No. 74 - Jimmy May, First Bank & Trust
No. 75 - Jeff Alejandro, Jr., Addison Avenue Investment Services
The list is divided into four segments. To view, click into the various slideshows:
Bank Investment Consultant also featured Brock Kidd, who earned the no. 1 spot on this year’s list. To read his feature, click here.
To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2016 AUM was defined as the amount an advisor had as of Aug. 31, 2017. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2017 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's 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 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/NCUA 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.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with any of the above financial institutions or investment centers.
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About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 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 7,300 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $718 billion.