CHICAGO, IL--(Marketwired - May 14, 2014) - BMO Harris Bank today announced that BMO Harris Premier Services now has over 100 Banker-Advisor teams in place in markets across the country.
The BMO Harris Premier Services program provides BMO Harris clients with more personalized service to help them better manage their money and achieve their financial goal and is suited for clients with $250,000 to $1 million in investable assets. The intent is to pair a client with a BMO Harris Bank Premier Banker and a BMO Harris Financial Advisor who can take a complete, 360-degree view of the client's financial picture. The two dedicated financial professionals bring together banking, investment and insurance solutions and strategies that work in concert to create a more integrated and cohesive overall experience.
"A person's financial success can be accompanied by worries that they're not managing, protecting and growing their wealth as effectively as they could," said Alex Dousmanis-Curtis, Executive Vice-President, Head of Retail Banking, BMO Harris Bank. "The BMO Harris Premier Services' banker-advisor team approach to banking and investing centers around the current needs and priorities of our clients, and then forms an action plan designed to help bring their longer-term goals into focus. By working as a collaborative team, we can capture opportunities to help our clients protect and grow their assets."
The program was launched in 2012. Over the past year, BMO Harris Premier Services has achieved great success in Illinois, Arizona, Florida, Indiana, Kansas, Minnesota, Missouri and Wisconsin.
"The powerful combination of a licensed Banker and Financial Advisor ensures that clients are closely aligned with two highly experienced people who act as a true team in building a path to financial peace of mind," said Mike Miroballi, President, BMO Harris Financial Advisors. "Investors gain the confidence to achieve their financial aspirations by taking a holistic approach to managing their money -- be it purchasing a home, paying for a child's education, or saving for retirement."
For more information on BMO Harris Premier Services, please visit: https://www.bmoharris.com/premierservices
About BMO Harris Premier Services
BMO Harris Premier Services represents a combined service approach of BMO Harris Financial Advisors and BMO Harris Bank, each a part of the BMO Financial Group. BMO Harris® is a trade name used by BMO Harris Bank N.A. and its affiliates. BMO Harris Premier Services includes banking deposit and loan products and services provided by BMO Harris Bank N.A. Banking products and services are subject to bank and credit approval. BMO Harris Bank® is a trade name used by BMO Harris Bank N.A. Member FDIC. BMO Harris Bank does not provide legal or tax advice.
About BMO Harris Bank
BMO Harris Bank provides a broad range of personal banking products and solutions through more than 600 branches and approximately 1,300 ATMs in Illinois, Wisconsin, Indiana, Kansas, Missouri, Minnesota, Arizona and Florida. For more information about BMO Harris Bank, go to the company fact sheet. Banking products and services are provided by BMO Harris Bank N.A. and are subject to bank and credit approval. BMO Harris Bank® is a trade name used by BMO Harris Bank N.A. Member FDIC. BMO Harris Bank is part of BMO Financial Group, a North American financial organization with approximately 1,600 branches, and CDN $593 billion in assets (as of January 31, 2014).
About BMO Harris Financial Advisors
BMO Harris Financial Advisors, Inc., offers a comprehensive range of investment advisory products that include financial planning strategies and estate planning strategies to meet the financial needs of high-net-worth clients. Offices are located throughout the U.S. Learn more at www.bmoharris.com/financialadvisors.
BMO Harris Financial Advisors(SM) is a trade name of BMO Harris Financial Advisors, Inc. Securities, investment advisory services and insurance products are offered through BMO Harris Financial Advisors, Inc. Member FINRA/SIPC. SEC-registered investment adviser. BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. are affiliated companies. Securities and insurance products offered are: NOT A DEPOSIT -- NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY -- NOT GUARANTEED BY ANY BANK -- MAY LOSE VALUE.
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