Ms. Minnick specializes in providing customized trust and estate administration for high net worth individuals and families as part of an overall wealth management strategy. She joined BMO in 2011 and has over 30 years of experience in financial services.

Ms. Minnick completed National Trust School and National Graduate Trust School, based at Northwestern University.

 

Ms. Minnick holds the Certified Trust and Financial Advisor (CTFA) designation. Ms. Minnick serves as a board member and member of the finance committee for Families First of Palm Beach County. She is a member of the Professional Endowment Committee for the Rehabilitation Center for Children and Adults.