Pinnacle & Peak Council Awards
The Pinnacle & Peak Council Awards recognize financial professionals who excel in wealth management and in meeting their clients’ investment needs. These dedicated events celebrate their contributions to the growth and success of Park Avenue Securities.
Pinnacle Council qualification requirements
Qualify by being one of the Top 20 Registered Representatives in GDC based on production year 2023, as reported in the December 2023 VIP report.
Peak Council qualification requirements
Qualify by being one of the Top 40 Registered Representatives in GDC based on production year 2023, as reported in the December 2023 VIP report.
Pinnacle Council qualifiers (Top 20) are automatically invited to Peak Council. Individuals who meet the above requirements will be invited to the annual Pinnacle & Peak Council. Pinnacle Council producers will receive an additional day at the Council.
We celebrated Pinnacle Council at the Hyatt Regency Tamaya Resort and Spa in New Mexico. Congratulations to all our qualifiers and award recipients.
Top sales and deposits by product
401(k) sales – Mark Murphy: $105,703,333
Annuity sales – Asghar Kazim: $19,060,196
Advisory deposits – Mark Murphy: $164,244,525
Top in overall sales and deposits
Mark Murphy – $280,678,245
Asghar Kazim, joined by Marianne Caswell on the left and Joe Fuschillo on the right
Mark Murphy, joined by Marianne Caswell on the left and Joe Fuschillo on the rightTop 3 GDC growth in attendance
Chet Schwartz – 90.3%
Ken Alter – 62.1%
Alex Quantin – 58.4%
Top 3 AUM growth in attendance
Ken Alter – 82.0%
Mark Connely – 79.0%
Alex Quantin – 77.7%
Chet Schwartz, Ken Alter, and Alex Quantin, joined by Marianne Caswell on the left and Jack Fatica on the right
Ken Alter, Alex Quantin, and Mark Connely, joined by Marianne Caswell on the left and Jack Fatica on the right
Name | Agency | GDC |
|---|---|---|
Mark Murphy | Forest Hills Financial Group | $3,720,659 |
Gracio Garcia | Boston | $2,580,526 |
David Simkowitz | Brooklyn | $2,282,754 |
Gwen Chatham | California Pacific | $2,079,644 |
Adam Greenstein | NY Gotham | $2,041,513 |
Anthony Domino, Jr. | Strategies for Wealth | $2,027,123 |
John Lentz | North/Central Florida | $1,918,143 |
Scott Kaplan | Strategies for Wealth | $1,884,132 |
Asghar Kazim | NY Gotham | $1,866,576 |
Michele Lee Fine | Strategies for Wealth | $1,832,727 |
Annette Hammortree | Great Lakes | $1,826,792 |
Ashvin Chheda | Red River | $1,758,964 |
Don Sestrich | Lifetime Financial Growth | $1,655,934 |
Mark Connely | Texas PRS | $1,645,143 |
Dean Rothman | National Financial Network | $1,439,328 |
Tom Dumas | Charlotte | $1,414,020 |
David Orsolino | Strategies for Wealth | $1,378,269 |
James Hegland | Northern States | $1,303,672 |
Jay Hochheiser | NY Gotham | $1,296,119 |
Rob Koscik | Lifetime Financial Growth | $1,284,159 |
Pub8927 (01/25) 7545914.1 (Exp. 01/27) 20270101