How One Wealth Manager Helped A Client Uncover $250,000 Of Lost Marriott Stock

When Judith McGee got her CFP designation in 1979, she never imagined that treasure hunting and investigating would be part of her job. But sometimes, when heirs of clients who’ve ignored McGee’s advice about tidy record-keeping come in, that is exactly what McGee has to do.February 15, 2018 at 09:45AM

via Forbes Real Time