Marybeth Cottrill
Private Wealth Advisor to business owners, executives, their families and the not-for-profit organizations they support
- Role
- Director-private Wealth Advisor at BMO Wealth Management - U.S.
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Marybeth Cottrill
As Director-Private Wealth Advisor at BMO Wealth Management, I work with business owners, executives, their families, and the not-for-profit organizations they support. In my role, I develop and manage our client relationships to serve their holistic wealth management goals. It is my responsibility to lead my clients\' trusted-advisor teams by collaborating with experienced internal and external resources (i.e, attorney, accountant, portfolio manager, insurance provider, trust administrator, etc.)Specialties: Goals-based approach to achieve each client\'s unique wealth management priorities through business-succession, retirement, tax, charitable, estate, and investment planning as well as banking, lending and risk management solutions.I am experienced in strategic planning and volunteer leadership and board management.
Experience
Director-private Wealth Advisor
Mar 2017 — Present · Milwaukee, WI, US
Education
College for Financial Planning
CFP Professional Education Program, Financial Planning
1995 — 1997
Carroll University
Bachelor of Science (BS) - Cum Laude, Economics; Enviromental Science (Natural Resources Emphasis)
1992 — 1994
BMO Academy
BMO Designated: Business Owner Specialist
University of Wisconsin-Milwaukee
Business Administration and Management, General
1987 — 1991
Skills
- Budgets
- Microsoft Office
- Financial Planners
- Leadership
- Grant Writing
- Event Planning
- Investments
- Volunteer Management
- New Business Development
- Financial Services
- Treasury Management
- Retirement Planning
- Management
- Series 63
- Series 7
- Strategic Planning
- Trust Services
- Private Banking
- Nonprofits
- High Net Worth Individuals
- Philanthropy
- Business Development
- Wealth Management
- Wealth Management Services
- Fundraising
- Planned Giving
- Marketing Strategy
- Board Development
- Public Speaking
- Estate Planning
- Event Management
- Investment Strategies
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Portfolio Management
- Customer Service
- Asset Allocation
- Banking
- Mutual Funds
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