Kevin G. McCandlish, CTFA, is a wealth adviser at BMO Private Bank.
Company: BMO Private Bank
Web Site: www.bmo.com/privatebank/us
Kevin McCandlish serves as an adviser to high-net-worth individuals, families and organizations—including closely held and family-owned businesses, endowments and foundations—and assembles the appropriate team of professionals to provide a full range of wealth services as part of an overall personal wealth management strategy. He joined BMO Private Bank in 2009 and has 34 years of experience in financial services. McCandlish holds a Certified Trust and Financial Advisor designation (CTFA) from the Cannon Trust School. He was named a BMO Private Bank Platinum Award Recipient in 2013. McCandlish is a board member of the Snohomish County Council, Camp Fire USA, and former board member of the Alderwood-Terrace Rotary Club.
Articles by this Author
Retired Investor »
Bequesting your IRA to charity, naming grandchildren as beneficiaries of your Roth IRA or having a heir disclaim an IRA inheritance can lower your estate’s tax exposure.
June 2014 | Journal