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News Releases

News Releases


The Harris Appoints Client Advisory Officer in Sarasota

The Harris Appoints Client Advisory Officer in Sarasota

SARASOTA, Fla., June 28, 2004 – The Harris is pleased to announce that Michael Longworth is named Vice President and Client Advisory Officer in the Sarasota office, 1800 Second Street. He serves as an advisor to high net-worth clients and assembles the appropriate team of Harris professionals providing private banking, financial planning, investment management, wealth transfer and estate planning solutions.

Mr. Longworth has more than 14 years of experience in financial services, and prior to Harris provided financial planning, trust and estate planning and investment management services.

Mr. Longworth earned his bachelor's degree in accounting from Branell College in Nashville, Tenn. He holds a Chartered Financial Consultant designation and is a Registered Financial Planner.

Mr. Longworth is a member of the Suncoast YMCA Endowment Committee, the YMCA Community Advisory Board and the Pasco-Hernando Community College Foundation Board.

Harris is an integrated financial service organization providing more than 1.5 million personal, business, corporate and institutional clients with banking, lending, investing and financial management solutions. The community banking network of Harris is one of the largest in Illinois, with nearly 160 full-service locations throughout Chicagoland and more than 450 Harris ATMs. Under the Harris trademark is Harrisdirect, a leading provider of direct investing and investment advisory services to informed investors with long-term financial goals as well as third-party brokerage services to institutional clients; Harris Private Bank, a trusted advisor offering customized banking and lending, financial planning, trust and estate administration, wealth transfer and family office services; and Harris Nesbitt, a premier mid-market corporate and investment bank delivering investment and corporate banking, treasury services, market risk management, institutional investing and research. Harris is a member of BMO Financial Group (NYSE, TSX: BMO). For more information, please visit www.harrisbank.com.

Harris is a trademark used by various financial service providers in the BMO Financial Group, a marketing name used by Bank of Montreal. Banking products and services are provided by Harris N.A. and The Harris Bank N.A. Members FDIC. Insurance and annuities are offered through Harris Ba ncorp Insurance Services, Inc (HBIS). Securities are provided by Harris Nesbitt Corp (HNC), a registered broker dealer, member NYSE, FINRA and SIPC and Harrisdirect LLC, a registered broker dealer, member FINRA and SIPC. HBIS, HNC and Harrisdirect are wholly owned subsidiaries of Harris Financial Corp. Products offered by HBIS, HNC and Harrisdirectare Not Insured by the FDIC or any Federal Government Agency, Not a Deposit of or Guaranteed by Any Bank or Bank Affiliate, May Lose Value. The purchase of insurance or an annuity is not a condition on any bank loan or service. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC registered investment advisor. Family office services are provided by Harris myCFO, Inc. Investment advisory services are also offered by Harris myCFO Investment Advisory Services LLC, an SEC registered investment advisor and a wholly-owned subsidiary of Harris myCFO, Inc. Not all products and services are offered in every state and/or location.





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Banking products and services are provided by BMO Harris Bank N.A. and are subject to bank and credit approval. BMO Harris Bank N.A. Member FDIC.

 

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.

BMO Harris Premier Services represents a combined service approach of BMO Harris Financial Advisors and BMO Harris Bank, each a part of BMO Financial Group.

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.

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 Harris 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.