Securities America Bank Advisor Matt Lawler Named to Bank Investment Consultant’s Top 100
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services, Inc. (NYSE MKT: LTS), congratulates Matt Lawler for being named to Bank Investment Consultant magazine’s Top 100 Bank Advisors.
As a financial advisor with F&M Wealth Management in South Sioux City, Neb., Lawler serves clients at four F&M Bank locations in Nebraska and Iowa.
He began his career in the financial services industry in 1990. In 1995, he started the wealth management division for F&M Bank, where he specializes in working with people nearing retirement and retirees. Lawler said he takes a holistic approach to gauge his clients’ needs and long-term plans. This allows him to develop portfolios that take into account clients’ financial goals and unique personality traits.
Lawler credits his success to the long-lasting relationships and trust he has developed with his clients over the past decade.
“It was an honor to be recognized by Bank Investment Consultant magazine as a Top 100 advisor, because the rankings are based on several key areas,” Lawler said. “I take pride in looking at a client’s entire financial situation, not just investments.”
Securities America First Vice President of Financial Institutions Michael Anderson said Lawler is an example of how an advisor can partner with a bank to create a successful business relationship for both parties.
“We’re proud Matt has earned this recognition for developing and growing a successful practice,” Anderson said. “He exemplifies the traits we look for in an advisor and has proven his business model can be highly effective in a financial institution.”
Bank Investment Consultant bases the Top 100 Bank Advisor rankings on six variables and combines them into a weighted average. They are:
- 2015 assets under management as of Aug. 31, 2015
- trailing 12-month production as of Aug. 31, 2015
- percentage change in AUM from the previous year
- percentage change in trailing-12 production
- amount of fee-based business
- the ratio of production per AUM
Nominees are ranked according to those six variables; the individual rankings are then weighted and combined into one overall score. This methodology, according to Bank Investment Consultant, allows a well-rounded analysis.
“The advisors listed here are not just home-run hitters. Rather they are all-around players skilled in all aspects of the game.”
Nominees do not pay a fee to be included in the research or on the final list. The award is not indicative of the advisor’s future performance. The inclusion of an advisor on the Bank Investment Consultant Top 100 list should not be construed as an endorsement of the advisor by Bank Investment Consultant magazine.
About Securities America
Securities America is one of the nation’s largest independent broker-dealers with more than 2,000 independent advisors and $60 billion in client assets.
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Securities offered through Securities America, Inc., member FINRA/SIPC. F&M Wealth Management, F&M Bank and Securities America are separate, unaffiliated entities.