Maureen Reynolds

Client Relationship Lead at WILLIAM HARRIS INVESTORS INC
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area
Skills

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Bio

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Credentials

  • Attorney
    Florida
    Apr, 2010
    - Nov, 2024
  • Attorney
    Illinois
    Nov, 2009
    - Nov, 2024
  • Certified Public Accountant
    Illinois
    Sep, 2009
    - Nov, 2024

Experience

  • WILLIAM HARRIS INVESTORS INC
    • United States
    • Insurance
    • 1 - 100 Employee
    • Client Relationship Lead
      • Apr 2023 - Present

  • J.P. Morgan Private Bank
    • Financial Services
    • 700 & Above Employee
    • Executive Director, Wealth Strategist
      • Nov 2020 - Apr 2023

  • Reed Smith LLP
    • Law Practice
    • 700 & Above Employee
    • Wealth Planning Counsel
      • Jan 2018 - Nov 2020

      I represent and counsel high net worth individuals and families in connection with multi-generational estate planning, income tax planning, business succession/transfer planning, lifetime gifting strategies, asset protection strategies, and charitable giving. I have extensive experience leading the administration of multi-million dollar estates and trusts involving complex issues, including tax reporting, and I devise and draft complex estate planning documents, including wills, living trusts, irrevocable gift and life insurance trusts, grantor retained annuity trusts, charitable trusts and shareholder agreements for a diverse client base. Show less

    • Wealth Planning Associate
      • Sep 2009 - Dec 2017

  • BMO Harris Bank
    • Senior Counsel
      • Aug 2013 - Dec 2013

      Trust Counsel Office - Secondee Trust Counsel Office - Secondee

  • Reed Smith LLP
    • Law Practice
    • 700 & Above Employee
    • Summer Associate/Law Clerk
      • May 2008 - May 2009

  • Northern District of Illinois
    • Judicial Extern for Judge Wayne Andersen
      • Aug 2007 - Dec 2007

Education

  • Loyola University Chicago School of Law
    Doctor of Law (JD)
    2006 - 2009
  • University of Notre Dame
    Bachelor of Business Administration (BBA), Accountancy
    2002 - 2006

Community

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