The suit, filed in 2016 in the Circuit Court for Broward Country, Florida, alleged that Wells ran "an elaborate fraudulent scheme" that included charging the trust set up for the benefit of Seminole ...

Morgan Stanley paid Co-President, Head of Investment Management and Head of Wealth Management Andy Saperstein $27 million for his work in 2024.

Gettel has been in the industry since 1983, when she registered with Waddell & Reed. She later moved to B.C. Christopher Securities, General Securities Corp., BMA Financial Services, Locust Street ...