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<blockquote data-quote="moreluck" data-source="post: 1003328" data-attributes="member: 1246"><p>We had our guy since 1992. He went from Merrill Lynch to Smith Barney to Schwabb and we followed him. We recently were going to get into a real estate deal with him and 2 of his partners. I had my input and said no, since they were looking for buildings in Long Beach. </p><p></p><p>Hubby went with him anyway. And we have not heard from him in months. His wife died of breast cancer a year ago. We called his home phone and it was disconnected. He has school-aged kid. His partners haven't heard from him either. It's like he vanished. The important question was is our money still there.....and it is. Whew!</p><p></p><p>We referred a lot of UPS'ers his way because lots of them left in 2000 and were needing investment advice. We thought having a friend (?) would make him more careful with our assets. We are just with Schwabb now.....and thank goodness still intact.</p></blockquote><p></p>
[QUOTE="moreluck, post: 1003328, member: 1246"] We had our guy since 1992. He went from Merrill Lynch to Smith Barney to Schwabb and we followed him. We recently were going to get into a real estate deal with him and 2 of his partners. I had my input and said no, since they were looking for buildings in Long Beach. Hubby went with him anyway. And we have not heard from him in months. His wife died of breast cancer a year ago. We called his home phone and it was disconnected. He has school-aged kid. His partners haven't heard from him either. It's like he vanished. The important question was is our money still there.....and it is. Whew! We referred a lot of UPS'ers his way because lots of them left in 2000 and were needing investment advice. We thought having a friend (?) would make him more careful with our assets. We are just with Schwabb now.....and thank goodness still intact. [/QUOTE]
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