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EFTA01559381.pdf
Financial
...Morgan Team
Paul Morris
Paul Barrett
Janet Young
William Doherty III
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212/464-0701
212/622-2770
800/634-1318
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EFTA01556351.pdf
Financial
...Morgan Team
Paul Morris
Paul Barrett
Janet Young
Gina Swetra
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212/464-0701
212/622-2770
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EFTA01559683.pdf
Financial
...Morgan Team
Paul Morris
Paul Barrett
Janet Young
Gina Magliocco
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EFTA01595110.pdf
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EFTA01556156.pdf
Financial
...Morgan Team
Paul Morris
Paul Barrett
Janet Young
Pauline Esposito
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EFTA01559020.pdf
Financial
...Morgan Private Bank Team
Mary Casey
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William Doherty III
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(212) 464-0374
(800) 634-1318
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EFTA01559653.pdf
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...Morgan Team
Paul Morris
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EFTA01567649.pdf
Financial
...212/464-1536
212/464-2084
800/634-1318
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4
0000002392.00.0.PD.00003.SCHAOAP.20140502
Page 1 of 6
EFTA01567651
GHISLAINE MAXWELL - OAP IHD ACCT.
For the Period 4/1/14 to 4/30/14
Account Summary
Asset Allocation...
EFTA01530090.pdf
Financial
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203/629-3124
800/634-1318
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Client News
If you plan to make gifts of securities this year, please
notify your Client Service Representative before
December 1, 2012. This will allow us...
EFTA01556383.pdf
Financial
...Morgan Team
Paul Morris
Paul Barrett
Janet Young
Gina Swetra
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For important information regarding your accounts refer to the rear of your
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212/464-0701
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EFTA01559746.pdf
Financial
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6
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2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01559753
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 12/1/11 to 12/31...
EFTA01546770.pdf
Financial
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Equity
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Account
Page 1 of 33
Consolidated Statement Page 4
EFTA01546779
SOUTHERN FINANCIAL, LLC ACCT. •
For the Period 7/1/13 to...
EFTA01556069.pdf
Financial
...Morgan Team
Paul Morris
Paul Barrett
Janet Young
William Doherty III
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Investment Specialist
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Client Service Team
www.MorganOnline.com
For important information regarding your accounts refer to the rear of your
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212-464-0701
(212) 622-2770
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EFTA01559102.pdf
Financial
...Morgan Private Bank Team
Mary Casey
Janet Young
William Doherty III
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Client Service Team
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(212) 464-0374
(800) 634-1318
Table of Contents
Account Summary
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4
7
Page
2
Account
Page 1 of 12...
EFTA01559713.pdf
Financial
...212/464-0701
212/622-2770
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4
6
Page
2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01559720
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 11/1/11 to 11/30...
EFTA01541456.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
0000004201.15.0.15.00001.JEEPE00.20120604
Page 1 of 1
EFTA01541458
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EFTA01541459
For the Period 5/1/12 to 5/31/12
For your convenience we have combined statement(s) for activity you conduct through...
EFTA01541463.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
0000007398.15.0.15.00001.JEEPE00.20120703
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EFTA01541465
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EFTA01541466
For the Period 6/1/12 to 6/30/12
For your convenience we have combined statement(s) for activity you conduct through...
EFTA01541470.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
0000004315.15.0.15.00001.JEEPE00.20120802
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EFTA01541472
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EFTA01541473
For the Period 7/1/12 to 7/31/12
For your convenience we have combined statement(s) for activity you conduct through...
EFTA01541477.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
0000002230.15.0.15.00001.JEEPE00.20120905
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EFTA01541479
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EFTA01541480
For the Period 8/1/12 to 8/31/12
For your convenience we have combined statement(s) for activity you conduct through...
EFTA01541498.pdf
Financial
...203/629-3124
212/622-2770
800/634-1318
0000003721.15.0.15.00001.JEEPE00.20121204
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EFTA01541500
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EFTA01541501
For the Period 11/1/12 to 11/30/12
For your convenience we have combined statement(s) for activity you conduct through...
EFTA01548328.pdf
Financial
...800/634-1318
0000013067.15.0.15.00001.SOUTHAF.20140402
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EFTA01548330
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EFTA01548331
For the Period 3/1/14 to 3/31/14
For your convenience we have combined statement(s) for activity you conduct through J.P. Morgan in o
ne...
EFTA01559813.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
Table of Contents
Account Summary
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Cash & Fixed Income
Portfolio Activity
4
6
Page
2
Account Q78805001 Page 1 of 8
Consolidated Statement Page 4
EFTA01559820
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 2/1/12 to 2/29...
EFTA01559074.pdf
Financial
...Morgan Private Bank Team
Mary Casey
Janet Young
William Doherty III
Online access
Banker
Client Service Team
Client Service Team
www.MorganOnline.com
(212) 464-0374
(800) 634-1318
Table of Contents
Account Summary
Holdings
Cash and Short Term
Portfolio Activity
4
7
Page
2
Account
Page 1 of 12...
EFTA01559779.pdf
Financial
...212/464-0701
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Cash & Fixed Income
Portfolio Activity
4
6
Page
2
Account Q78805001 Page 1 of 7
Consolidated Statement Page 4
EFTA01559786
FINANCIAL TRUST COMPANY, INC. ACCT. Q78805001
For the Period 1/1/12 to 1/31...
EFTA01541491.pdf
Financial
...212/464-0701
203/629-3124
212/622-2770
800/634-1318
If you plan to make gifts of securities this year, please
notify your Client Service Representative before
December 1, 2012. This will allow us to process your
request before year-end and meet the deadline for tax
filing...
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