Sixteen Raymond James–affiliated bank advisors named among top in nation
ST. PETERSBURG, Fla. – Sixteen bank advisors affiliated with the Raymond James Financial Institutions Division were recently named among the top in the nation by Bank Investment Consultant (BIC) magazine. Eight advisors were named to the publication’s prestigious annual list of the Top 50 Bank Advisors and eight others were named among the top 100.
The Raymond James FID-affiliated financial advisors named to BIC’s Top Bank Advisors list are:
No. 9 – Paul Stetter Jr., Fulton Financial Advisors
No. 14 – Greg Scott, Summit Bank
No. 21 – Steve Kennedy, TowneBank
No. 22 – Pat Faulkner, Monarch Bank
No. 31 – Brock Kidd, Pinnacle Bank
No. 33 – Greg Malin, Fulton Financial Advisors
No. 41 – Patrick Varney, Bank of Colorado
No. 43 – Traci Born, Delaware County Bank & Trust
No. 55 – Michelle Ashworth, Corning Credit Union
No. 59 – Dee Jernigan Jr., Franklin Synergy Bank
No. 63 – Lance Armstrong, First Hope Bank
No. 64 – Nathan Quello, First Dakota National Bank
No. 72 – David Lofton, Bank of Tennessee
No. 77 – John McRae, Citizens National Bank
No. 80 – Brett Everhart, Addison Avenue Investment Services
No. 83 – Jamie Hare, Pinnacle Bank
“Being named among the top bank advisors in the nation is a significant achievement,” said John W. Houston, managing director of Raymond James’ Financial Institutions Division. “It is a testament to each advisor’s success in client service and business growth, and to the caliber of advisors and financial institutions with which we are affiliated. We proudly congratulate these 16 advisors on this outstanding recognition.”
To view the full lists, see the following slideshows:
BIC’s annual ranking is based on key areas, including assets under management, trailing 12-month production, percentage growth in assets under management from the previous year, percentage growth in production, amount of fee-based business and the ratio of production to assets under management.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,400 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 6,600 financial advisors serving in excess of 2.7 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $504 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.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.