Tag Archives: wealth management services

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Wealth management advice: Dillan Micus

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Dillan Micus Divisional executive vice president AXA Advisors Southwest axaadvisorssouthwest.com

Dillan Micus, Divisional executive vice president, AXA Advisors Southwest

Micus leads more than150 professionals across the Southwest and innovated both the firm’s successful “Firm of Firms” platform andits Retirement Income Distribution Strategy process, which helps identify, address and organize the variousfactors of retirement planning. Under Micus, the branch earned AXA’s President’s Trophy six times and hasgrown from $4 million to $18 million a year in overall sales revenue. 2015 trend to watch: “The industry is facing a seismic shift. There are record numbers of people entering retirement years and/or moving toward the transfer oftheir wealth. Education – both educating associates toeffectively assist with the distribution and transfer of wealth, and educating the aging population itself – is critical and hopefully a trend that positively impacts our industry in 2015 and beyond.”
Advice for 2015: “One can elect to save 10 percent of his/her income for retirement and continue to do so for the next 40 years. But, why not consider increasing the percentage as one’s salary increases? Increasing one’s percentage little by little along the way can have an
exponentially positive impact at retirement and beyond.” Best Arizona investment: “Personally, I support any financial services business that invests in its people and their continuing education as we help Baby Boomers move toward retirement and eventually the transfer of wealth in the history of our state – and nation.”

 

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BMO Names Miller as President, Western U.S.

BMO Private Bank announced today that Matt Miller has been promoted to President, Western U.S. In this role, he will be responsible for the strategic development and delivery of wealth management services for high-net-worth individuals, family-owned businesses, endowments and foundations throughout the Western U.S.

Miller has nearly 30 years of experience in the financial services industry. He joined the organization in 2009 as Managing Director. During this time, he was responsible for organizing the western regional hub office and recruiting many of its senior managers and advisors.

“Matt is an ideal fit for this position. He is passionate about guiding his clients and helping them achieve their financial goals,” said Terry Jenkins, President and CEO, BMO Private Bank, U.S. “He leads by example, is focused on excellence and motivates his teams to success. We are confident the Western region will achieve even greater success in the years to come.”

Miller is headquartered at BMO Private Bank’s Scottsdale location, which also serves as the hub of Western regional operations. He will oversee a team of 75 financial professionals located in Arizona, Utah and Washington.

A fourth-generation Arizonan, Miller is an active leader in local business and civic communities. He currently serves on the board of directors for Teach for America Arizona, Valley of the Sun United Way Financial Stability Council and volunteers regularly at JAG (Jobs for Arizona Graduates). He previously served on the board of the University Medical Center in Tucson for 12 years. Miller earned a Bachelor of Science in Finance and Accounting from the University of Arizona.

“This is an exciting time to lead an organization that is poised for significant growth,” said Miller. “The caliber of our team is second to none, and our clients benefit from industry-leading planning tools that enable us to provide the best in financial planning and analysis.”

BMO Private Bank has Arizona locations in Scottsdale, Phoenix and Tucson. For more information about services and operations, visit www.bmoprivatebank.com.