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News Releases

News Releases


BMO PRIVATE BANK HONORS SENIOR VOLUNTEER FOR EXTRAORDINARY SERVICE

WEST PALM BEACH, Fla. -- (July 12, 2013) Michael J. Dyer, CFP®*, West Palm Beach Managing Director of BMO Private Bank, presented the first “BMO Private Bank Special Senior Award” to community volunteer Theresa Thirbenny at the Area Agency on Aging’s 22nd Annual Prime Time Awards event, held recently at the Palm Beach Gardens Marriott.
 

Dyer, who is also Board Chair for the Palm Beach Area Agency on Aging, presented the inaugural award to Theresa for her 10 years of serving the underprivileged at the Palm Beach County Health Department. Nominations for recognizing outstanding senior volunteers were received from organizations and individuals throughout Palm Beach, Martin, St. Lucie, Indian River and Okeechobee counties for awards in nine diff erent categories.
 
“BMO Private Bank is proud to honor Theresa with the first Special Senior Award,” noted Dyer. “As board chair for a non-profit, I truly appreciate the dedication that she has selflessly given to seniors in our region. She is an extraordinary volunteer who has made a huge impact in so many lives in the last decade.”

BMO Private Bank supports and encourages employee involvement in community activities. “The BMO Private Bank Special Senior Award is a perfect example of how corporations and non-profit organizations can collaborate to improve our communities,” added Dyer.

Part of a nationwide network, the Area Agency on Aging provides information on aging issues, advocacy, one-on-one assistance, volunteer opportunities and a host of services that help seniors maintain their independence and dignity.

For more information on BMO Private Bank, please visit www.bmoprivatebank.com  or call (561) 366-4209.
For more information on the Area Agency on Aging, visit: www.youragingresourcecenter.org
 
*CFP: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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About BMO Private Bank, a Part of BMO Financial Group
BMO Private Bank offers a comprehensive range of wealth management services that include investment advisory, trust, banking and financial planning to meet the financial needs of high net worth clients. Through integrated teams of experienced financial professionals, BM O Private Bank helps its clients realize their financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service.
 
BMO Private Bank is a brand name used in the United States by BMO Harris Bank N.A. Member FDIC. Not all products and services are available in every state and/or location.
For further information:  
Contact: Carey Allen
480-558-6383
or
Jennifer Jones at
561-278-0850, Ext. 4 or





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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.

 

Notice to Customers

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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BMO Harris Premier Services represents a combined service approach of BMO Harris Financial Advisors and BMO Harris Bank, each a part of BMO Financial Group.

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.