Katie Yoder
Director, Fiduciary Advisory Services
- Role
- Director, Fiduciary Advisory Services at BMO
- Location
- Wheaton, IL, US
- LinkedIn followers
- 500 followers
About Katie Yoder
Strong finance professional with a J.D, focused on assisting families of all demographics in the area of wealth transfer and planning for a legacy written by them.As a Director of Fiduciary Advisory Services, I collaborate with a team of trusted advisors in the administration of personal trusts, guardianships, and decedent\'s estates as well as with colleagues in the Private Bank to ensure our clients’ individual goals are developed and achieved by working through and toward a unique solution meeting each client\'s needs. Prior to joining BMO, I worked in the corporate fiduciary space and practiced law in the area of Estate Planning, Special Needs Planning and Estate Administration, holding my license in the states of Illinois and Florida.
Experience
Director, Fiduciary Advisory Services
Sep 2025 — Present · Chicago, IL, US
Education
Stetson University College of Law
J.D., magna cum laude, Elder Law Concentration
2009 — 2011
Eastern Illinois University
Bachelor of Science, Business, cum laude, Management
2001 — 2005
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