M&I's KC Private Bank Head Promoted
McAfoos to Manage Three Markets
Aug 14, 2012, 02:00 ET
LEAWOOD, Kan., Aug. 14, 2012 /PRNewswire/ -- M&I Wealth Management, a part of BMO Financial Group, announces the promotion of Michelle McAfoos to Regional Director, Private Banking for the Central States Region. McAfoos will manage the private banking offices in the Kansas City, Indianapolis and St. Louis markets.
McAfoos will be responsible for oversight of the operations, business development and client relationships of her three Private Bank teams as they manage the financial activities for clients with investable assets in excess of one million dollars. She has more than 20 years of industry experience and has been with M&I for the past ten years, most recently running the the Private Bank in Kansas City.
"Michelle is a tremendous leader and has been instrumental in our efforts to further enhance the highly customized financial planning initiatives our clients are seeking. Her experience and vision will be great attributes to help us grow in some of our key markets," commented Kelli Glynn, Managing Director, Regional Senior Vice President, M&I Wealth Management.
McAfoos is a Kansas City area resident. She currently sits on the Board of Directors for the Leawood Chamber of Commerce.
About M&I Wealth Management, a part of BMO Financial Group
M&I Wealth Management, A part of BMO Financial Group, is a leading provider of trust, investment management and private banking services to corporations, institutions and affluent individuals. For high net worth individuals and families, M&I Wealth Management offers a comprehensive range of customized wealth management services that include financial planning, investment management and advisory services, trust and estate services, and private banking. In 2011, M&I Wealth Management became a part of BMO Financial Group, one of the largest diversified financial services organizations in North America with total assets of $538 billion CDN as of January 31, 2012, and more than 47,000 employees.
M&I Wealth Management offers products and services through various affiliates of BMO Financial Corp., including Marshall & Ilsley Trust Company N.A., M&I Investment Management Corp., M&I Financial Advisors, Inc. (member FINRA/SIPC, maintaining its principal offices at 111 E. Kilbourn Ave., Milwaukee, WI 53202), North Star Trust Company and Taplin, Canida & Habacht, LLC. Insurance coverage is underwritten by a number of insurers. Insurance products are the obligation of the insurance company. Not all products and services are available in every state and/or location. Investment products are NOT FDIC INSURED – MAY LOSE VALUE – CARRY NO BANK GUARANTEE.
Banking products and services are provided by BMO Harris Bank N.A. Member FDIC.
SOURCE M&I Wealth Management, a part of BMO Financial Group
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