SCOTTSDALE – A new year is easily the ideal time to review finances. Regardless if 2019 will welcome a retirement or relocation or whether you have a financial plan or seek one, Frank J. Schoen, Director, Private Wealth Advisor of BMO Wealth Management, can help! He serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses.
Schoen explained this career path was a logical segue from his work as a police officer for eight years. He also served in the military as an MP with the Army Reserves. His goal has always been to help people. Post enforcing the law, he asked himself, “How can I still help people without putting myself in danger?”
He earned his MBA from Colorado State U and received his Certificate of Financial Planning from U of Delaware and is a Certified Financial Planner™ professional currently with 14 years of experience.
“We have a lot of solutions, a lot of tools in our toolbox, so what we like to do is sit down with potential clients to learn about their goals, their needs, their concerns. At BMO, we offer everything from traditional banking, to CDs, trust admin, lending. Our investment management is customized to each client. When you sit down with me, you don’t get a sales pitch; you don’t get pressured. I give advice and am really interested in building relationships with people,” Schoen offered.
So, what’s important to you? Money for retirement? Leaving an inheritance? Planning for uncertainties? Funding a fave charity? Know you can count on financial services from BMO Wealth Management – Private Bank, a stable and conservative institution with Midwestern values that has been in business for over two hundred years! Phone Frank Schoen at 480-556-8370 for a complimentary consult. Offices are located at 14850 N Scottsdale Rd. and 33704 N Scottsdale Rd. for clients’ convenience.