Director, Private Wealth Advisor
Current
Sep 2023 - Present
AeroLeads people directory · profile
Beth Engel Email & Phone Number
Director, Private Wealth Advisor at BMO Wealth Management
at
BMO Wealth Management - U.S.
1 work email found
@53.com
9 phones found area 312, 608, 773, and 847
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Private Wealth Advisor at BMO Wealth Management
Location
Greater Chicago Area, United States, United States
Who is Beth Engel? Overview
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Quick answer
Beth Engel is listed as Director, Private Wealth Advisor at BMO Wealth Management at BMO Wealth Management - U.S., based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at 53.com, phone signal with area code 312, 608, 773, 847, and a matched LinkedIn profile for Beth Engel.
Beth Engel previously worked as Director, Private Wealth Advisor at Bmo Wealth Management - U.S. and Senior Vice President, Wealth Management Advisor at Fifth Third Bank. Beth Engel holds J.D. from University Of Wisconsin-Madison.
Company email context
Email format at BMO Wealth Management - U.S.
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{first}.{last}@53.com
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AeroLeads found 1 current-domain work email signal for Beth Engel. Compare company email patterns before reaching out.
Profile bio
About Beth Engel
Beth Engel is a Director, Private Wealth Advisor at BMO Wealth Management at BMO Wealth Management - U.S.. She possess expertise in estate planning, trusts, estate tax planning, high net worth individuals, tax and 16 more skills.
Listed skills include Estate Planning, Trusts, Estate Tax Planning, High Net Worth Individuals, and 17 others.
Current workplace
Beth Engel's current company
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10 roles · 21 years
Beth Engel work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Wealth Management Advisor
May 2022 - Jul 2023
Senior Vice President, Senior Fiduciary Advisory Specialist
Wells Fargo Private Bank
- Develop personal relationships with high net worth clients and their respective family members
- Review estate planning documents to identify potential trust and estate tax issues
- Educate clients on tax and estate planning strategies to allow them to attain family and philanthropic goals
- Coordinate with client legal counsel to implement estate planning strategies
- Network with legal and accounting community to develop professional relationships
- Generate new clientele utilizing client referrals and outside professional contacts
May 2012 - Jun 2022
Svp - Trust Officer
U S Trust
- Develop personal relationships with high net worth clients and their respective family members
- Review estate planning documents to identify potential trust and estate tax issues
- Educate clients on tax and estate planning strategies to allow them to attain family and philanthropic goals
- Coordinate with client legal counsel to implement estate planning strategies
- Network with legal and accounting community to develop professional relationships
- Generate new clientele utilizing client referrals and outside professional contacts
2005 - May 2012
Attorney
Quarles & Brady, Llp
- Advised tax-exempt organizations on matters involving organizational and board structuring, governance, tax exemption, federal and state compliance, interaction with State Attorneys General, and officer, director and.
- Created private foundations, private operating foundations, supporting organizations and public charities and qualified such organizations for tax-exempt status
- Created planned giving brochures for charitable organizations
- Created grant-making documents and scholarship programs for charitable organizations
- Established and monitored gift acceptance policies
- Developed estate tax planning strategies for high net worth individuals
Jan 2004 - Jul 2005
Estate Planning Attorney
Gardner, Carton & Douglas
- Advised tax-exempt organizations on matters involving organizational and board structuring, governance, tax exemption, federal and state compliance, interaction with State Attorneys General, and officer, director and.
- Created private foundations, private operating foundations, supporting organizations and public charities and qualified such organizations for tax-exempt status
- Created grant-making documents and scholarship programs for charitable organizations
- Prepared and review Forms 990 and Forms 990-PF
- Converted private foundations to supporting organizations and to public charities
- Developed estate tax planning strategies for high net worth individuals
Aug 1999 - Dec 2004
Estate Planning Attorney
Katten, Muchin & Zavis
- Drafted documents including wills, revocable living trusts, irrevocable life insurance trusts, gift trusts, qualified personal residence trusts and trusteeship documents (appointments, declinations and resignations)
- Qualified private foundations for tax-exempt status
Aug 1998 - Aug 1999
Estate Planning Attorney
Schwartz & Freeman
- Drafted documents including wills, revocable living trusts, irrevocable life insurance trusts, health care and property powers of attorney and living wills
- Administered probate estates
- Prepared estate, fiduciary and not-for-profit tax returns
- Negotiated, coordinated and closed residential real estate transactions
Aug 1995 - Jul 1998
Corporate/Transactional Attorney
Bischoff Maurides & Swabowski, Ltd.,
- Drafted documents including letters of intent, asset purchase agreements, opinion letters, leases, partnership agreements, stock redemption agreements, employment contracts, non-disturbance agreements and assignments
- Negotiated, coordinated and closed both commercial and residential real estate transactions
- Developed employment handbooks
- Researched general corporate matters, employment laws, securities laws, and immigration laws
Mar 1994 - Aug 1995
Tax Attorney
Coopers & Lybrand
- Analyzed tax implications of stock acquisitions versus asset acquisitions
- Developed tax planning strategies for individuals, partnerships, corporations, and not-for-profit entities
- Researched and prepared individual, partnership, corporate, and not-for-profit tax returns
Sep 1992 - Mar 1994
3 education records
Beth Engel education
J.D.
University Of Wisconsin-Madison
B.S., Accounting
Ischool At Illinois
Education record
Buffalo Grove High School
FAQ
Frequently asked questions about Beth Engel
Quick answers generated from the profile data available on this page.
What company does Beth Engel work for?
Beth Engel works for BMO Wealth Management - U.S..
What is Beth Engel's role at BMO Wealth Management - U.S.?
Beth Engel is listed as Director, Private Wealth Advisor at BMO Wealth Management at BMO Wealth Management - U.S..
What is Beth Engel's email address?
AeroLeads has found 1 work email signal at @53.com for Beth Engel at BMO Wealth Management - U.S..
What is Beth Engel's phone number?
AeroLeads has found 9 phone signal(s) with area code 312, 608, 773, 847 for Beth Engel at BMO Wealth Management - U.S..
Where is Beth Engel based?
Beth Engel is based in Greater Chicago Area, United States, United States while working with BMO Wealth Management - U.S..
What companies has Beth Engel worked for?
Beth Engel has worked for Bmo Wealth Management - U.S., Fifth Third Bank, Wells Fargo Private Bank, U S Trust, and Quarles & Brady, Llp.
How can I contact Beth Engel?
You can use AeroLeads to view verified contact signals for Beth Engel at BMO Wealth Management - U.S., including work email, phone, and LinkedIn data when available.
What schools did Beth Engel attend?
Beth Engel holds J.D. from University Of Wisconsin-Madison.
What skills is Beth Engel known for?
Beth Engel is listed with skills including Estate Planning, Trusts, Estate Tax Planning, High Net Worth Individuals, Tax, Securities, Wills, and Corporate Law.
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