Raymond James Financial Services, Inc. and Addison Avenue Investment Services, the investment services division of First Tech Federal Credit Union, are pleased to announce that financial advisors Michael Lipkins (#38), Michael Cooney (#13), Brett Everhart (#57), and Laura Pedroncelli (#19) have been named to Bank Investment Consultant’s (BIC’s) prestigious Top 100 Advisors list, revealed on December 7.
BIC’s Top 100 Advisor ranking is an honor that recognizes all-around achievement. To compile the list, multiple variables are factored into one composite score, including production, percentage change in AUM and production, the amount of fee business from the most recent production figures and other attributes.*
BIC is the dedicated resource for bank-based financial advisors and wealth managers, and serves the needs of these professionals by providing deep resources and an authoritative perspective.
“All of the Financial Advisors at Addison Avenue work diligently to help their clients develop individual, tailored, comprehensive financial plans,” Addison Avenue Investment Services President and Investment Executive, Scott Jenner said. “We are so proud of their achievements and congratulate them on their national recognition.”
The complete list of the 2018 Top 100 Advisors can be found here.
* Factors in the BIC Top 100 ranking include: 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.