WEST PALM BEACH, Fla., April 7, 2011 /PRNewswire/ -- Harris Private Bank today announced the appointment of Sandra Fuentes, Eileen Minnick and Deborah Withington-Turner to the Harris Private Bank team in West Palm Beach, Florida.
Fuentes will serve as Vice President, Senior Portfolio Manager and will be responsible for individual investment advice and driving complex investment strategies. Minnick will serve as Vice President, Senior Trust Administrator responsible for trust advice and administering complicated trust relationships. While Withington-Turner will serve as Trust Administrator responsible for providing trust administration and client service.
"This team is highly respected in the West Palm Beach community for their professional skills," noted Mike Dyer, Managing Director, West Palm Beach. "They have worked together as a team for over 13 years at Wells Fargo, while Eileen and Deborah's professional affiliation was established more than 28 years ago. The unique partnership they have developed enables them to deliver a seamless client experience."
Sandra Fuentes has more than 16 years in the investment industry and brings to us a proven ability to develop and easily communicate customized investment solutions to meet our clients sophisticated needs. She was most recently a Senior Vice President, Investment Manager for Wells Fargo, and has also served at BEA Associates as a Portfolio Manager and as an institutional trader at Dai-ichi Life Investment Management. Sandra earned her Bachelors of Business Administration in Finance from Pace University and is a member of the CFA Analyst Society of South Florida.
Eileen Minnick has more than 30 years of financial services industry experience and is recognized as an accomplished manager of family trusts, as well as for her ability to advise on complex estate planning issues. Additionally, her understanding of investments provides her with a valuable skill set for our estate planning services. Most recently, Eileen served as Senior Vice President, Senior Trust and Fiduciary Specialist at Wells Fargo where she was employed since 1982. She attended Northwestern University's National Trust School and National Graduate Trust School and is a Certified Trust and Financial Advisor.
Deborah Withington-Turner has more than 25 years of experience serving as a fiduciary administrator and at administering trusts and providing a strong client service experience.
Deborah joined us from Wells Fargo where she served as a Trust Associate and has also served at Sunrise Savings and Loan. She attended the University of Miami, Florida Trust School and Cannon Trust School and is a Certified Trust and Financial Advisor.
About Harris Private Bank
Harris 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, Harris 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. Harris Private Bank is a member of the Harris family of wealth management services.
Harris is an integrated financial service organization providing more than 1.3 million personal, business and corporate clients with banking, lending, investing and wealth management solutions. The organization is a member of the BMO Financial Group (NYSE, TSX: BMO), which also provides corporate and investment banking services in the U.S. under the BMO Capital Markets name.
Harris Private Bank is a trade name used by various subsidiary financial service providers of Harris Financial Corp. Banking services offered through Harris Private Bank are provided by Harris N.A., The Harris Bank N.A. and their bank affiliates. Member FDIC. Stoker Ostler Wealth Advisors, Inc. is an SEC-registered investment advisor. Harris myCFO™ is a brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment advisor and certain divisions of Harris N.A. that are national banks with trust powers. Not all products and services are offered in every state and/or location. Investment products are: NOT FDIC INSURED – MAY LOSE VALUE – CARRY NO BANK GUARANTEE.
SOURCE Harris Private Bank