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News Releases

News Releases


BMO Harris Financial Advisors Appoints New Chief Operating Officer

CHICAGO, May 23, 2018 /CNW/ - BMO Wealth Management (U.S.) today announced the appointment of Lynne Shapiro Smith as Chief Operating Officer of BMO Harris Financial Advisors (BHFA). In this role, Smith will oversee field operation and customer experience efforts for the business.

Smith has an extensive diversified background in product development, marketing and large-scale project management. In this role, she will work closely with leadership to serve the needs of mass affluent clients. Smith will report to Wallace Harris, President, BMO Harris Financial Advisors and be based in Chicago.

"Lynne understands how to drive industry-leading results while remaining focused on operational excellence and providing a great client experience," said Wallace Harris, President, BMO Harris Financial Advisors. "We're pleased to have her join the team and look forward to leveraging her insight and leadership as we continue to drive new milestones and ensure the future of our business."

Before joining BMO, Smith worked at Voya Financial as the Head of Strategy for its Wealth Management business. She also held the roles of Executive Vice President for their Institutional Plan Services and Chief Compliance Officer. Prior to her time at Voya Financial, Smith held executive and leadership roles at Smith Barney, Citigroup and Prudential Securities. She earned a Master of Business Administration from Hofstra University and a Bachelor of Science degree in Economics from Cornell University.

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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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.