EFTA Document EFTA01475879

Subject: RE: Southern Financial From: Paul Morris ‹ > Date: Sat, 05 Dec 2015 05:42:50 -0500 To: Todd Stevens < > Ok Original Message From: Todd Stevens Sent: Friday, December 04, 2015 04:09 PM Eastern Standard Time To: Paul Morris Subject: Re: Southern Financial Let's discuss Monday. On Dec 4, 2015, at 4:05 PM, Paul Morris Classification: Public wrote: Todd, I think we should figure out together and include Andrew and Chip? Why do you think we should drop coverage from KCP? What should we be doing for our other clients/prospects that have sophisticated investment needs? I'm in Monday and happy to discuss. Have a good weekend. From: Todd Stevens Sent: Friday, December 04, 2015 2:53 PM To: Paul Morris Subject: Southern Financial EFTA01475879 Classification: Public What do you want to do on change of coverage? I suggest we simply drop coverage from KCP. EFTA01475880