BMO Wealth Management - U.S. Employee Directory

Financial ServicesUnited States5001-10000 Employees

At BMO Wealth Management, you and your family are at the center of our approach. We serve individuals and families of various wealth levels with a full suite of wealth management solutions including wealth planning, banking and borrowing, investment management, retirement planning, trust and estate services, charitable giving, risk management, tax planning strategies and ultra-high net worth services.

We work with you to understand your full financial picture. Our team knows how to navigate the nuances and complexities of wealth management so that you can have the confidence that your goals are within reach. We're prepared to answer the questions you have and ask the ones you haven't, and take deliberate, thoughtful action to help get you where you want to go.

Please visit https://uswealth.bmo.com/ for more information and important disclosures.

Find BMO Wealth Management - U.S. employees' phone numbers or email addresses

BMO Wealth Management - U.S. Global Highlights

Location
Employees

North America
588

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  • United States Of America
    581
  • Canada
    7

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

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  • Singapore
    1

BMO Wealth Management - U.S.'s Leadership

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    Y. M.
    Chief Investment Officer
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    J. S.
    Vice President - Investments, Financial Consultant
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    J. S.
    Vice President - Investments, Financial Advisor
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    E. B. M.
    Vice President And Senior Trust Advisor
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    T. L.
    Vice President - Senior Private Banker
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    C. G.
    Vp Private Banking Operations Manager
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    J. H.
    Vice President - Financial Advisor
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    L. H.
    Vice President Private Mortgage Banker
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Contact profiles from BMO Wealth Management - U.S.

Name
Title
Contact Info
Location
Last Update
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    A. C.
    Senior Vice President - Investments, Senior Financial Advisor
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    United StatesWisconsin
    Nov 10, 2025
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    E. B. M.
    Vice President And Senior Trust Advisor
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    United StatesFlorida
    Oct 20, 2025
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    L. K.
    National Head, Estate Settlement Services
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    United StatesWisconsin
    Oct 24, 2025
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    T. L. H.
    Vice President, Senior Portfolio Manager
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    United StatesMinnesota
    Sep 16, 2025
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    K. B.
    Personal Trust Officer, Assistant Vice President
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    United StatesMinnesota
    Aug 03, 2025
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    W. G.
    Senior Vice President & Regional Investment Director
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    United StatesNebraska
    Oct 24, 2025
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    J. F.
    Premier Financial Advisor, Vice President-Investments
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    United StatesWisconsin
    Oct 19, 2025
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    T. L.
    Vice President - Senior Private Banker
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    United StatesArizona
    Oct 20, 2025
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    B. Y. J.
    Managing Director, Head Of Quant Team
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    United StatesOregon
    Jun 27, 2025
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    C. G.
    Vp Private Banking Operations Manager
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    United StatesArizona
    Oct 22, 2025

Frequently Asked Questions

What is BMO Wealth Management - U.S. known for?

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BMO Wealth Management - U.S. operates in the Financial Services industry. The company's main headquarters is located in W Monroe St, 21 Chicago, Illinois 60603, US. Explore BMO Wealth Management - U.S.'s company overview page for more information.

What is BMO Wealth Management - U.S.'s most common email format?

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BMO Wealth Management - U.S. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BMO Wealth Management - U.S. email formats with LeadIQ.

How many employees does BMO Wealth Management - U.S. have currently?

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BMO Wealth Management - U.S. has approximately 5K employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are BMO Wealth Management - U.S.'s key employees and leadership?

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As of October 2025, BMO Wealth Management - U.S.'s key employees include:

  • Chief Investment Officer: Y. M.
  • Vice President - Investments, Financial Consultant: J. S.
  • Vice President - Investments, Financial Advisor: J. S.
  • Vice President And Senior Trust Advisor: E. B. M.
  • Vice President - Senior Private Banker: T. L.

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