BMO Wealth Management (U.S.) has bolstered its enterprise wealth planning team by hiring Jason Miller as national head of wealth planning, supported by four regional leaders of planning.
Miller will be responsible for strategic development and providing customized financial planning solutions to HNW customers.
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Miller, who joined the bank in 2010, will continue to report to the group’s head of enterprise wealth planning, Caroline Dabu.
He will also serve as a member of the national senior leadership team under BMO Wealth Management (U.S.) president Darrel Hackett, the bank said.
Commenting on the appointment, Hackett said: "Wealth management is first and foremost about relationships, and as a trusted partner, Jason helps our clients and their families navigate a host of decisions and potential challenges. I have no doubt he will continue to provide exceptional leadership as we build upon our planning offerings."
Additionally, the company has appointed Dave Bensema, Kris Yamano, Steve White and Steve Williams as regional leaders of planning in their markets.
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By GlobalDataThey will be responsible for wealth planning as well as for leading and coaching planning teams. They will report to Miller.
Bensema, who will be the regional leader of planning of Illinois, joined BMO 25 years ago.
Yamano will be the regional leader of planning overseeing the Sunbelt and Central states. Before joining BMO, she served as senior wealth planning strategist at another firm in Arizona. She has more than a decade of financial services industry experience.
Steve White will act as regional leader of planning for Northern States. White joined BMO in 2014, and has more than 19 years of experience in the financial services industry.
In his new role, he will work closely with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals.
Williams will serve BMO as national director of financial planning delivery. He joined BMO in 1998 and has over 18 years of financial services industry experience.
He will continue to provide important centralized support for the Private Bank which includes oversight of tools and technology, thought leadership and quality control.
National head of wealth planning Miller said: "My team now has an increased capacity to provide advanced and sophisticated personal financial planning strategies to help our clients and their families reach their goals."
