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📄 Extracted Text (426 words)
From: "Bauman, Jason S" cj
To: <1
CC: <1
Subject: Your new account
Date: Thu, 02 Aug 2012 20:01:40 +0000
Importance: normal
Priority: normal
Hi Peggy
I hope you're doing well. I've established the account at Morgan Stanley for you. The account number is:
You will be receiving, in separate deliveries, a debit card and check book for this account. I've also deposited the check
you provided Allison into the account today.
Once you're back from your trip I think it would be very beneficial for you and Ito discuss how we can earn a better
income on your money than it all sitting in cash. I'd be happy to have your friend Jeffrey involved in these discussions as
well if you'd feel more comfortable doing so.
Let me know when you'd like to have a meeting or phone conversation about this. I look forward to hearing back from you
and if you have any questions please don't hesitate letting me know.
All the best
Jason
Jason S. Bauman, First Vice President
Morgan Stanley Smith Barney I Wealth Management
590 Madison Avenue, 11th Floor
New York, NY 10022
Visit my Website:
' Morgan Stanley Smith Barney LLC
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EFTA00659275
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ℹ️ Document Details
SHA-256
a60d8afe45dfb7500c970956cb28756f878057677d18a9473294f78ba0739fdb
Bates Number
EFTA00659275
Dataset
DataSet-9
Type
document
Pages
2
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