Slideshow Top Branch Managers at the Regionals

  • April 26 2016, 1:43pm EDT
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Management pros devoted to advisor success

Advisors are recruited by branch managers and come to rely on them for guidance on how to grow AUM. These elite leaders also serve liaisons with the main office.

About 30% of On Wall Street's top 100 branch managers work for the largest regional brokerages in wealth management. Find out which firms are represented by these respected bosses, each nominated for the list by advisors.

Click through our slideshow to learn more.


Christopher Davidson, Clearwater, Fla.

Image: Bloomberg

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*Adam Persily, Roseville, Calif.
Paul Westphal, Mequon, Wis.
Brian Kurtz, Cleveland.

*Previously nominated.

BB&T Scott & Stringfellow

Timothy Mann, Sr., Winston Salem, N.C.

J.P Morgan

Pete Secret, Atlanta.

Image: Bloomberg

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Janney Montgomery Scott

Gordon Eide, Richmond, Va.
John Goles, Bel Air, Md.
Lawrence Richards, West Chester, Pa.
*George Keith, Darien, Conn.

*Previously nominated.


Chad Allen, New York, N.Y.

Raymond James

Tony Barrett, Conshohocken, Pa.
*Rick Hartman, West Conshohocken, Pa.
*Brian Lampsa, Chicago.
*Rob Larmore, Atlanta.
*Michael O'Meara, St. Louis.
Dan Parker, Charleston, S.C.
Edward Sudzina, Clarkston, Mich.
William Theis, Beachwood, Ohio.
*Thomas Hirsch, Louisville, Ky.
Dan Kraus, Boca Raton, Fla.

*Previously nominated.

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RBC Wealth Management

*Scott Fergang, Paramus, N.J.
*John Moran, New York.
Skip Morton, Stamford, Conn.
*Ken Ross, Sewickley, Pa.
Amy Sturtevant, Washington.
Kirstin Turner, West Palm Beach, Fla.

*Previously nominated. Image: Bloomberg

Waddell & Reed

Nick Miskov, Creve Coeur, Mo.
Edward Sweeney, Wyomissing, Pa.