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News Releases

News Releases


Harris Private Bank Announces Seven Wealth Management Specialists

Harris Private Bank Announces Seven Wealth Management Specialists

PHOENIX; July 16, 2008 – Harris is pleased to announce seven new wealth management specialists to its offices in the greater Phoenix area.

“These seven highly-experienced financial professionals are dedicated to growing and protecting the prosperity of the affluent clients we serve at Harris Private Bank,” said Steve Matteucci, president of Harris, Arizona. “As demand for our wealth management services increases, we continue to build on our reputation for excellence by adding professionals who bring a multi-dimensional perspective to wealth management while also addressing our clients’ individual financial needs.”

Carole Rayes joined Harris Private Bank as Managing Director of the Biltmore and Phoenix offices, responsible for overseeing the team of wealth management professionals dedicated to providing a comprehensive suite of wealth management services to high net worth clients. Rayes continues to serve as Senior Portfolio Manager, specializing in developing specifically tailored asset management programs for large and complex trust and investment relationships. Rayes joined Harris in 1981 and has more than 23 years of experience in financial services.

John Gulick is Director and Wealth Advisor in the North Scottsdale/Carefree office of Harris. He specializes in providing comprehensive private banking services to clients including financial planning, investment management, lending and credit financing, wealth transfer, trust, estate and philanthropic planning. Gulick joined Harris in 2008 and has more than 25 years of experience in taxation, wills, trusts, estate and charitable planning.

Marsha Leonard has been named Banking Manager of the Biltmore and Phoenix offices with Harris Private Bank. She is responsible for delivery of banking services to clients in the Phoenix area. Leonard has more than 30 years of experience in the banking industry, managing banks in Arizona and California.

Donna Gandre has been named Vice President, Private Banker with Harris. She specializes in providing customized banking and lending solutions to affluent personal and business clients as part of an overall wealth management strategy. Gandre re-joined Harris in 2008 and has more than 20 years of experience in financial services.

Adam Nelson is Vice President, Private Mortgage Banker with Harris. He provides tailored mortgage and refinancing solutions to personal and business clients as part of an overall wealth management strategy. Nelson re-joined Harris in 2008 and has more than 17 years of experience in financial services.

Tina Leazier has been named Vice President, Private Banker with Harris. She specializes in providing customized banking and lending solutions to affluent personal and business clients as part of an overall wealth management strategy. Leazier re-joined Harris in 2008 and has more than 15 years of experience in financial services.

Todd Snow is Vice President and Private Mortgage Banker with Harris. He provides tailored mortgage and refinancing solutions to personal and business clients as part of an overall wealth management strategy.

About Harris Private Bank

Harris Private Bank offers a comprehensive range of wealth management strategies and solutions to meet the unique financial needs of our clients. Our experienced financial professionals help clients realize their financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service. Harris Private Bank is a mem ber of the Harris family of wealth management services.

About Harris

Harris is an integrated financial service organization providing more than 1 million personal, business and corporate clients with banking, lending, investing and wealth management solutions. The organization is a member of the BMO Financial Group (NYSE, TSX: BMO), which also provides corporate and investment banking services in the U.S. under the BMO Capital Markets name. For more information, please visit www.bmocm.com or www.harrisbank.com.

Harris® and Harris Private Bank are trade names used by various financial service subsidiaries of Harris Financial Corp. Banking products and services are provided by Harris N.A., The Harris Bank, N.A. and their bank affiliates. Members FDIC. Brokerage products are offered through Harris Investor Services, Inc. (HIS), a registered broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser. Insurance and annuities are offered through Harris Bancorp Insurance Services, Inc. (HBIS). Securities are provided by BMO Capital Markets Corp. (BMOCM), a registered broker dealer and member NYSE, FINRA and SIPC. HIS, HBIS and BMOCM are affiliated companies and are wholly owned subsidiaries of Harris Financial Corp. Products offered by HIS, HBIS and BMOCM are Not Insured by the FDIC or any Federal Government Agency, Not a Deposit of or Guaranteed by Any Bank or Bank Affiliate, May Lose Value. The purchase of insurance or an annuity is not a condition to any bank loan or service. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC registered investment adviser. Harris myCFO™ is the brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers. Not all products and services are offered in every state and/or location.



For further information:

Colleen Kroll, Harris (312) 461-7865


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Banking products and services are provided by BMO Harris Bank N.A. and are subject to bank and credit approval. BMO Harris Bank N.A. Member FDIC.

 

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To help the government fight the funding of terrorism and money laundering activities, federal law (USA Patriot Act (Title III of Pub. L. 107 56 signed into law October 26, 2001)) requires all financial organizations to obtain, verify and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask you to provide a copy of your driver's license or other identifying documents. For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. We may also ask you to provide a copy of your certificate of incorporation (or similar document) or other identifying documents. The information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third party vendors. If the requested information is not provided within 30 calendar days, the account will be subject to closure.

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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 FDIC INSURED – NOT BANK GUARANTEED – NOT A DEPOSIT – MAY LOSE VALUE.

This information is not intended to be tax or legal advice. This information cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This information is being used to support the promotion or marketing of the planning strategies discussed herein. BMO Harris Bank N.A. and its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors.