News Releases

Harris Private Bank Names Gary Heard Director, Wealth Advisor

SARASOTA , Fla. , May 22, 2007– Harris is pleased to announce that J. Garrett Heard has been named Director, Wealth Advisor, for Harris Private Bank's Sarasota office. In his role, Heard is responsible for serving as an advisor to high-net-worth clients and, based on their needs, assembling the appropriate team of professionals to provide private banking, financial planning, investment management, wealth transfer and estate planning solutions.

"Gary Heard embodies the client-centered wealth management practices we provide at Harris," said Martha Honey, managing director, Harris Private Bank. "We’re very pleased to welcome him to our team and we’re certain that with his more than 30 years of financial services experience, he will immediately bring a multi-dimensional perspective to our clients and their individual needs."

Heard received his undergraduate degree from Amherst College, his MBA degree from the University of Miami and holds both the Certified Financial Planner and Certified Trust and Financial Advisor designations. His professional affiliations include the Southwest Florida Estate Planning Council and the Veni ce Area Estate Planning Council. He makes his home in Sarasota, and actively serves the community as a member of the Boys and Girls Club of Sarasota County Foundation Advisory Board, the John and Mable Ringling Museum of Art Legacy Society and the YMCA Foundation Endowment Committee.

About Harris
Harris is an integrated financial service organization providing more than 1 million personal, business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth transfer services. In Florida , Harris has offices in Naples , Sarasota , Vero Beach and West Palm Beach . 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.

Harris^® is a trade name 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 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. Family Office Services are provided by Harris myCFO, Inc. Investment advisory services are offered by Harris myCFO Investment Advisory Services LLC, an SEC registered investment adviser and wholly-owned subsidiary of Harris myCFO, Inc. Not all products and services are offered in every state and/or location.