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    BMO PRIVATE BANK SIGNS LEASE FOR NEW OFFICE SPACE IN NAPLES

    NAPLES, FL (June 27, 2013) – BMO Private Bank has announced that it has signed a lease for 10,000 square feet of office space at  801 Laurel Oak Drive, Naples, with the move slated for completion by the end of September 2013.


    “Our relocation will bring together our teams of experts which will help to better serve the diverse needs of our clients,” said Jack R. Kuhn, CFP, Senior Vice President and Managing Director of BMO Private Bank’s West Coast Division. “We’re are staying right in the heart of the Pelican Bay area, just steps from the space we’ve leased for the past 30 years. In addition, the new location will allow us to custom design our facilities to serve the evolving needs of our clients.”

    Kuhn added, “As our organization has expanded, we have outgrown the existing space and needed to expand to accommodate future growth. The new space, situated on the sixth floor, will be customized so that our wealth management professionals can work together effectively to achieve optimum results for our clients. Since 2010, we’ve almost doubled the size of our private banking presence in the United States and we have expanded our ability to deliver a superb client experience and tailored proactive advice, all backed by the global reach and expertise of BMO Financial Group.”
     
    More information on BMO Private Bank is available at: www.bmo.com/privatebank/us or by calling: 239.435.1010.
     
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    About BMO Private Bank, a Part of BMO Financial Group:
    BMO Private Bank offers a comprehensive range of wealth management services that include investment advisory, trust, banking and financial planning to meet the financial needs of high net worth clients. Through integrated teams of experienced financial professionals, BMO Private Bank helps its clients realize their financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service.
     
    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.
     
    BMO and BMO Financial Group are trade names used by Bank of Montreal.
    For further information:  
    Contact:  
    Carey Allen at BMO Private Bank
    480.558.6383 or
    Jennifer Jones at Slatkow & Husak Public Relations
    Jennifer@Slatkowhusak.com
    561.278.0850, extension 4

    Disclosure

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    Banking products and services are subject to bank and credit approval and are provided in the United States by BMO Bank N.A. Member FDIC.

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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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    Please review the privacy and security policies of web sites reached through links from BMO web sites. 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 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.