Epstein File EFTA01513181: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513181: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015131811 keyword hits

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This document is a financial account summary from a Financial Trust Company showing a client service team including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team). It includes sections for account summary, holdings, cash and fixed income, and portfolio activity, with online access information provided.

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🔑 Evidence Keywords

client Financial Trust Company

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team 800

Excerpt 2

/634-1318 Cash & Fixed Income 3 Gina Magliocco **Client** Service Team Portfolio Activity 4 Online access www.MorganOnline.com Transactions cleared and carried

Excerpt 3

Morgan Securities LLC **FINANCIAL** **TRUST** **COMPANY**, INC.