Harris Bank - Key Facts

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Key Facts

TIMELINE:

1882	N.W. Harris & Co. formed by Norman Wait Harris as an investment-banking firm.
1907	Harris Trust and Savings Bank formed.
1960	Harris merged with Chicago National Bank.
1972	Harris restructured as Harris Bankcorp, Inc.
1976	Opened Scottsdale, Arizona, office.
1979	Opened West Palm Beach, Florida, office.
1982	Harris Bankcorp acquired its first community bank.
	Opened Sun City, Arizona, office.
1984	BMO Financial Group, then known as Bank of Montreal, acquired Harris Bankcorp Inc.
1985	Harris acquired First National Bank of Barrington.
	Opened Tucson, Arizona, office.
1988	Harris acquired State Bank of St. Charles and First National Bank of Batavia.
1989	Opened Sarasota, Florida, office.
1990	Harris acquired Libertyville Federal Savings Bank and Loan and Frankfort Bancshares.
1994	Harris Bankcorp and Suburban Bancorp combined under the Harris name.
1994-1996	Opened 14 new Chicagoland branches.
1996	Acquired 54 Chicagoland branches from Household Bank bringing 250,000 new customers.
1997	Opened Pinnacle Peak, Arizona, office.
1999	Acquired direct brokerage firm Burke, Christensen & Lewis and combined it with Harris Investors Direct to form Harris InvestorLine
	Opened branch in Vero Beach, Florida.
1999-2000	Opened 3 new Chicagoland branches.
2000	Harris InvestorLine acquired Freeman Welwood.
	Harris acquired Village Bank of Naples (Florida) and Century Bank in Arizona
	Opened 2 new Chicagoland branches.
2001	First National Bank of Joliet acquired, adding 18 branches and 65,000 clients.
	Opened office in the Biltmore area of Phoenix, Arizona.
	Opened 1 new Chicagoland branch.
2002	Acquired Northwestern Trust and Investors Advisory Company in Seattle, Washington.
	Opened Bellevue, Washington, office.
	Harris InvestorLine is combined with CSFBdirect to form Harrisdirect.
	Harrisdirect acquired the self-directed online client accounts of Morgan Stanley Individual Investor Group.
	Harris myCFO Inc. is formed after the acquisition of family office and investment advisory services assets from myCFO Inc.
	Opened 1 new Chicagoland branch.
2003	Harris acquired Sullivan, Bruyette Speros & Blayney Inc., a wealth advisory business.
	Combined Gerard Klauer Mattison (GKM), a New York-based equity research, sales and trading boutique, with Harris Nesbitt.
	Opened 9 new Chicagoland branches.
2004	Harris acquired Lakeland Community Bank and New Lenox State Bank.
	Opened 11 new Chicagoland branches.
	Acquired Mercantile Bancorp., Inc. based in Hammond, Ind., Harris’ first retail banking presence outside of Chicagoland
2005	Opened branch in Mount Prospect
	Harris announced its intent to purchase Villa Park Trust and Savings Bank.

Harris™ is a trade name, and Harris Private Bank and Harris Nesbitt are trade names used by various financial service providers in the BMO Financial Group. Banking products and services are provided by Harris N.A., The Harris Bank N.A. and their bank affiliates, MEMBERS FDIC. Insurance and annuities are offered through Harris Bancorp Insurance Services, Inc (HBIS). Securities are provided by Harris Nesbitt Corp (HNC), Harrisdirect a registered broker dealer. Securities are also provided by Harrisdirect LLC, a registered broker dealer, member NASD and SIPC. HBIS, HNC and Harrisdirect are wholly-owned subsidiaries of Harris Financial Corporation. Products offered by HBIS, HNC and Harrisdirect are Not Insured by the FDIC or any Federal Government Agency, Not a Deposit of or Guaranteed by Any Bank or Bank Affiliate, May Lose Value. The purchase of insurance or an annuity is not a condition on any bank loan or service. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blaney, Inc., an SEC registered investment advisor. Family office services are provided by Harris myCFO, Inc. Investment advisory services are also offered by Harris myCFO Investment Advisory Services LLC, an SEC registered investment advisor and a wholly-owned subsidiary of Harris myCFO, Inc. Not all products and services are offered in every state and/or location.

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	Banking products and services provided by Harris Bank, a trademark used by Harris Trust and Savings Bank and its banking affiliates - Members FDIC. Fiduciary responsibilities are handled by Harris Trust and Savings Bank and The Harris Bank N.A. Investment Products offered by Harrisdirect LLC are Not FDIC Insured - May Lose Value - No Bank Guarantee.