What do seven banks and one credit union from across the country share in common? They all recently named leaders to senior wealth management posts or related investment services businesses.
The newly appointed wealth management executives are presented here.
Jason Miller, BMO Private Bank
Jason Miller, a veteran of BMO Private Bank, was named to a newly created post as head of Wealth Planning in the U.S. He is now responsible for strategic development and providing financial planning services to high-net-worth individuals and families. He is supported by four regional leaders of planning.
Miller was previously a vice president of Wealth Planning for BMO Private Bank, directing all financial planning activities in Arizona, Washington, Florida, Wisconsin, Minnesota, Indiana and Missouri. He joined the bank in December 2010 as a wealth adviser associate. Read full story here: BMO Wealth Management bolsters financial planning team