PA Top 100 $175M Individuals - $175 to $275

Individuals with $175M or more in AUA

$175 to $275

 

Dean J. Clune PRP logo
Gallagher Retirement Services
Itasca, Illinois 

Jim Detterick
Morgan Stanley Smith Barney
New York, New York 

Mark Ray PRP logo
Praxis Consulting
Sacramento, California 

Jim Spanarkel
Bank of America Merrill Lynch
Paramus, New Jersey 

Brian K. Speers
Merrill Lynch
Oak Brook, Illinois 

Andrew R. Wilshinsky
Morgan Stanley Smith Barney
New York, New York 

E. Ken Winslow
Morgan Stanley Smith Barney
Silverdale, Washington 

Eric Zakarin
Morgan Stanley Smith Barney
Short Hills, New Jersey  

 

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PRP logo PLANSPONSOR Retirement ProfessionalTM  

Methodology: The advisers listed here are taken from entries for the 2011 PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards. Nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. Advisers who have attained the PRP logo PLANSPONSOR Retirement Professional (PRP) designation receive an automatic nomination. To enter the awards process, nominees must complete a form providing various details of their practice, including the details displayed here. These lists are based solely on quantitative factors, while the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards consider both qualitative and quantitative factors, including factors not considered in determining the most successful lists. Due to the differences in evaluation factors, finalists for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards are not necessarily included on the “Top 100” listing.