BMO Wealth Management Bolsters Enterprise Wealth Planning Team - Seite 2

Kris Yamano is the Regional Leader of Planning overseeing the Sunbelt and Central states. Prior to joining BMO, she was the Senior Wealth Planning Strategist at another organization in Arizona and brings along rich experience in complex wealth planning strategies in her new role. Yamano has over 13 years of experience in the financial services industry. She earned her BS from the University of California, Los Angeles. She earned a JD and MBA from Chapman University.

Steve White is the Regional Leader of Planning for Northern States. White joined BMO in 2014 and has over 19 years of experience in the financial services industry. He works closely with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. He earned his BA from the University of Wisconsin in Madison, WI and earned his JD from the University of Wisconsin Law School. White is a CERTIFIED FINANCIAL PLANNER™ professional.

Steve Williams is the National Director of Financial Planning Delivery. Williams joined BMO in 1998 and has over 18 years of experience in the financial services industry. In his revised role, he will continue to provide important centralized support for the Private Bank which includes oversight of tools and technology, thought leadership and quality control. He earned a BA in History from Bates College in Lewiston, ME. He earned an MBA in Finance from Kellstadt Graduate School of Business, DePaul University in Chicago, IL. Williams is a CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management Analyst(SM)professional. He is also a Certified Retirement Counselor.

For more information about BMO Wealth Management or to learn more about wealth planning, please visit: https://www.bmoharris.com/main/personal and the new Your Wealth Your Way resource center at www.bmoharris.com/yourwealth.

About BMO Wealth Management

BMO Wealth Management serves mass affluent, high net worth and ultra-high net worth individuals and families with a full suite of wealth management solutions including wealth planning, banking, investment management and trust and estate services. With 35 offices across 12 states and international offices in Canada, Hong Kong, and Singapore, BMO Wealth Management provides guidance and planning advice combined with individualized service and local expertise. As of April 30, 2016, BMO Wealth Management had assets under management of US$48.1 billion and assets under administration of US$56 billion. BMO Wealth Management is supported by the resources and stability of one of North America's premier financial services organizations-BMO Financial Group. Visit www.bmowealthmanagement.com.

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.

Fiona Yu
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