Milap Shah

About Milap Shah

Milap Shah serves as Market Leader and Senior Vice President with Bank of the West’s Wealth Management Group. He is responsible for leading the wealth management team serving the bank’s high net worth clients in New Mexico and Arizona.Over the past 23 years in the financial services industry, Milap has built client relationships by employing a team-based approach to monitor, oversee and implement wealth strategies for high net worth clients. His practice at Bank of the West focuses on advising clients in the areas of:• Banking, Credit and Custom Lending • Retirement and Investment Advisory Solutions*• Estate and Wealth Transition Planning Milap holds his Series 7, 66, 24 investment licenses along with life and health. “BMO Investment Services” is a brand name used by certain employees of BMO Harris Bank N.A. who provide advisory, brokerage, and insurance services offered through LPL Financial (LPL). Financial Advisors are investment advisor representatives of and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BMO Harris Bank N.A. and BMO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BMO Investment Services, and are also employees of BMO Harris Bank N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Harris Bank N.A. or BMO Investment Services. BMO Investment Services is not an affiliate of LPL. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not BMO Harris Bank Guaranteed | Not BMO Harris Bank Deposits or Obligations | May Lose Value

Experience

1. Senior Financial Advisor

   BMO Wealth Management - U.S.

   Jan 2026 — Present · Albuquerque, NM, US

   Senior Financial Advisor and Vice President of Investments advising mass affluent to ultra-high-net-worth individuals, business owners, and executives through complex wealth decisions. I specialize in comprehensive financial planning, investment management, retirement income planning, and guiding clients through liquidity events, business exits, and major financial transitions.My approach integrates holistic financial planning, portfolio construction, tax-aware strategies, exit and succession planning, and multigenerational wealth transfer, coordinated alongside CPAs, attorneys, and corporate advisors. I am known for providing clear, disciplined guidance and helping clients turn complexity into confident, actionable decisions.I work with clients seeking a long-term advisory relationship built on trust, transparency, and strategic thinking before, during, and after major life and liquidity events.

Education

• Saddleback College

  Business

  1998 — 2002

Skills

• Business Development
• Customer Satisfaction
• Loans
• Banking
• Customer Service
• Commercial Lending
• Strategic Financial Planning
• Commercial Banking
• Credit Analysis
• Investments
• Financial Services
• Team Leadership
• Small Business Lending
• Branch Banking
• Mortgage Lending
• Retail Banking
• Credit