Skip navigation
Support
Branches
    News Releases Signup for News Alerts Media Contacts Executive Bios Corporate Fact Sheet BMO Expert Insights
    Navigation skipped
    About BMO

    News Releases

    BMO Harris Financial Advisors Appoints New Chief Operating Officer

    CHICAGO, May 23, 2018 /CNW/ - BMO Wealth Management (U.S.) today announced the appointment of Lynne Shapiro Smith as Chief Operating Officer of BMO Harris Financial Advisors (BHFA). In this role, Smith will oversee field operation and customer experience efforts for the business.

    Smith has an extensive diversified background in product development, marketing and large-scale project management. In this role, she will work closely with leadership to serve the needs of mass affluent clients. Smith will report to Wallace Harris, President, BMO Harris Financial Advisors and be based in Chicago.

    "Lynne understands how to drive industry-leading results while remaining focused on operational excellence and providing a great client experience," said Wallace Harris, President, BMO Harris Financial Advisors. "We're pleased to have her join the team and look forward to leveraging her insight and leadership as we continue to drive new milestones and ensure the future of our business."

    Before joining BMO, Smith worked at Voya Financial as the Head of Strategy for its Wealth Management business. She also held the roles of Executive Vice President for their Institutional Plan Services and Chief Compliance Officer. Prior to her time at Voya Financial, Smith held executive and leadership roles at Smith Barney, Citigroup and Prudential Securities. She earned a Master of Business Administration from Hofstra University and a Bachelor of Science degree in Economics from Cornell University.

    For more information about BMO Harris Financial Advisors or to learn more about wealth planning, please visit: http://www.bmowealthmanagement.com.

    About BMO Harris Financial Advisors 
    BMO Harris Financial Advisors, Inc., offers a comprehensive range of financial planning services and investment solutions to help meet the financial needs of mass affluent clients. Offices are located throughout the U.S. Learn more at www.bmowealthmanagement.com

    Securities, investment advisory services and insurance products are offered through BMO Harris Financial Advisors, Inc. Member FINRA/SIPC. SEC-registered investment adviser. BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. are affiliated companies. Securities and insurance products offered are: NOT FDIC INSURED – NOT BANK GUARANTEED – NOT A DEPOSIT – MAY LOSE VALUE.

    SOURCE BMO Harris Bank

    For further information: Media Contacts: Emily Penate, Emily.Penate@bmo.com, 312-461-7956

    Explore our services

    Security Center

    Ways to Bank

    Customer support
    Branch and ATM Locator

    Disclosure

    Privacy
    Legal
    Security
    Site map
    Careers
    About Our Ads
    Accessibility
    Cookie Usage
    About BMO

    App Store is a service mark of Apple Inc. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. 

    Android, Google Play, and the Google Play logo are trademarks of Google Inc. 

    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.

    equal housing lender NMLS 401052

    Notice to Customers  

    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.  

    Third party web sites may have privacy and security policies different from BMO. Links to other web sites do not imply the endorsement or approval of such web sites.  

    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.