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News Releases

News Releases


BMO Wealth Management Appoints New Leader for BMO Harris Financial Advisors

CHICAGO, July 25, 2017 /CNW/ - BMO Wealth Management (U.S.) today announced the appointment of Wallace Harris as the Head of BMO Harris Financial Advisors (BHFA), leading a team focused on providing a comprehensive range of financial planning services and investment solutions for their clients.

Harris joined BMO nearly a decade ago and has more than 25 years of experience in financial services. He will report to both Darrel Hackett, President, BMO Wealth Management (U.S.) and Alex Dousmanis-Curtis, Group Head, U.S. Retail and Business Banking, BMO Harris Bank.

"Wallace's extensive leadership experience and commitment to meeting and exceeding client expectations strongly positions him for success in his new role," said Darrel Hackett, President, BMO Wealth Management (U.S.). "We fully expect BHFA to continue to make great strides under Wallace's leadership."

Prior to his new position, Harris was the Head of Customer Experience Execution, BMO Harris Bank—driving branch transformation, customer experience, sales effectiveness, strategy and delivering growth for the U.S. Personal Banking Teams. Harris' previous responsibilities as Regional President also included enhancing customer loyalty in his respective territory.

Harris has received several honors during his tenure in the financial industry, and currently serves as a Director for the boards of Metropolitan Family Services and BMO Harris Financial Advisors. He is on the Board of Directors of St. Ignatius College Prep, and also serves on the School Programs Committee for the board. Harris holds an MBA from the University of Michigan and a bachelor's degree from the University of Notre Dame.

Harris will lead a strong bench of financial advisors, who will work collaboratively with the Retail Banking Sales Leaders to deliver integrated banking and wealth management solutions to the mass affluent client base through the Premier Services Program. William Crain supports Harris as Chief Operating Officer, leading various –operational and acquisition –related initiatives. Crain has been instrumental in developing an integrated proprietary client management and reporting system. Furthermore, Jennifer Uhri has been overseeing field operation and customer experience for the business since 2015 and has more than 20 years of experience in the financial services industry.

For more information about BMO Harris Financial Advisors or to learn more about wealth planning, please visit: http://www.bmowealthmanagement.com.

About BMO Harris Financial Advisors
BMO Harris Financial Advisors, Inc., offers a comprehensive range of financial planning services and investment solutions to help meet the financial needs of mass affluent clients. Offices are located throughout the U.S. Learn more at www.bmowealthmanagement.com

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.

SOURCE BMO Harris Bank

For further information: Media Contacts: Emily Penate, Emily.Penate@bmo.com, 312-461-7956

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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.