Hosted on MSN16d
'How Vulnerable Senior Investors Are': Morgan Stanley Was Ordered to Pay $843,000 to an Elderly Widow Who Was Scammed Out of Millions (and Not By Them)
Barron's reports that Morgan Stanley was found liable for negligence by the arbitration panel for allowing the victim, Marjorie Kessler, to make two "large and unusual" withdrawals from her accounts.
Is There a Doctor in the House? At Morgan Stanley, the Answer Is Yes.
When a longtime client called to say she had advanced-stage cancer, Anna Winderbaum flew into action. The Morgan Stanley ...
Barron's16d
An Elderly Widow Got Scammed by Imposters. Now Morgan Stanley Must Pay Her $843,000.
An arbitration panel has found Morgan Stanley liable for negligence and ordered it to pay $843,000 to resolve allegations that it enabled an elderly investor to fall prey to a scam that cost her ...
Barron's17d
Barron's Advisor
Hollis Montgomery, a financial advisor at Morgan Stanley Wealth Management ... Alison Cicci: Welcome to Barron's Advisor: The Way Forward: Next Generation, a special series spotlighting the ...
Barron's17d
Morgan Stanley’s Hollis Montgomery: How Going on Maternity Leave Benefited My Practice
In the wealth management industry, no one likes to talk about maternity leave, asserts 32-year-old Hollis Montgomery, a Morgan Stanley financial advisor in Atlanta. “But I’m sort of the one ...