Maximizing a legacy and protecting your wealth are challenges you don’t have to face alone. We can help evaluate your credit opportunities and lend the expertise to allow you to enjoy today and feel confident in your tomorrow. To learn more, please contact us. Jody Davis • Private Mortgage Banker 480-348-7752 • jody.davis@bmo.com • NMLS #165240 Melissa Baffert • Senior Private Banker 480-624-4155 • melissa.baffert@bmo.com • NMLS #552923 bmoprivatebank.com Your goals. Your life. Your dreams. Our expertise. Banking products and services are subject to bank and credit approval. BMO Private Bank is a brand name used in the United States by BMO Harris Bank N.A. Member FDIC. Not all products and services are available in every state and/or location. Investment products are NOT FDIC INSURED – MAY LOSE VALUE – CARRY NO BANK GUARANTEE. ©2015 BMO Financial Corp.
Danley Portfolio - Summer 2015
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