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Alexis Sumner

Vice President and Senior Wealth Planning Strategist

Alexis Sumner, JD, is a Vice President and Senior Wealth Planning Strategist with BMO Private Bank. Alexis provides customized financial planning solutions to high-net-worth individuals and families as part of an overall personal wealth management strategy. Alexis joined BMO Private Bank in 2022 with 16 years experience as an attorney assisting clients with sophisticated estate planning and related estate, trust, tax, and business matters.

Insights by Alexis Sumner

A step-by-step guide to understanding what comes after the death of a spouse

The death of a spouse can be one of life’s most painful and difficult experiences. Before emb…

JANUARY 11, 2024 ALEXIS SUMNER

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