senior director wealth planning & national business owner strategist for bmo boss - business owner strategies & solutions team@ BMO Wealth Management - U.S.
United States
Steve White JD, CFP®
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University of Wisconsin Law School
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FlashIntel GPTSteve White JD, CFP(r) is a highly experienced advisor with over 25 years of experience in providing personalized solutions to high net worth individuals, families, privately held businesses, and non-profit organizations. He has extensive experience consulting and collaborating with other professional advisors on all aspects of business, estate, tax, and financial planning. Steve's goal is to communicate complex and technical planning concepts in easy-to-understand terms to motivate clients to implement a strategic wealth plan that reflects their goals and values while preserving wealth and family harmony.
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About
Over 25 years of experience serving as a trusted advisor to high net worth individuals, families, privately held businesses, and non-profit organizations providing common sense solutions to help clients implement and achieve their business succession, charitable, family giving, retirement and wealth management goals. Extensive experience consulting and collaborating as a resource with other professional advisors on all aspects of business, estate, tax and financial planning. My goal in every relationship is to communicate complex and technical planning concepts in easy to understand terms that will motivate clients to move forward with implementing a strategic wealth plan that reflects their goals and values while preserving wealth and family harmony.
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National Head BMO Bos | Business Owner Strategies & Solutions
senior director wealth planning & national business owner strategist for bmo boss - business owner strategies & solutions team
Managing Director
Regional Leader Of Wealth Planning
Director And Wealth Advisor
Director | Wealth Advisor
Financial Services
Steve White JD, CFP®'s Professional Milestones
- Executive Director | Wealth Advisor (2008-01-01~2013-01-01): Revitalized the organization's financial strategies and strategies, resulting in increased profitability and profitability.
- Director | Wealth Advisor (2014-06-01~2016-07-01): Streamlined financial processes, promoting accuracy and efficiency in guiding businesses towards sustainable growth.
Education
Skill
Series 65
Tax
Financial Planning
Certification
Colleagues
Shannon Kennedy
ceo bmo wealth management u s experienced board executive
Stephanie Torn
crm product owner vice president
Patrick Hamlin
deputy chief fiduciary officer & sr manager compliance risk advisory
Yung-Yu Ma
Chief Investment Officer
Steven J. Blazek
director private wealth advisor - connector leader mentor dynamic business owner s strategies and solutions
Other Named Steve White JD, CFP®
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Steve White JD, CFP® works for BMO Wealth Management - U.S.
Steve White JD, CFP®'s role in BMO Wealth Management - U.S. is senior director wealth planning & national business owner strategist for bmo boss - business owner strategies & solutions team
Steve White JD, CFP® works in the industry of Financial Services
Steve White JD, CFP®'s colleagues are Shannon Kennedy,Stephanie Torn,Patrick Hamlin
Steve White JD, CFP®'s latest job experience is senior director wealth planning & national business owner strategist for bmo boss - business owner strategies & solutions team at BMO Wealth Management - U.S.
Steve White JD, CFP®'s latest education in University of Wisconsin Law School
