EFTA Document EFTA01450758

From: Andrea Tapia Sent: 12/23/2013 4:55:28 PM To: Paul Morris CC: Amanda Kirby Subject: Action Needed: WIC Brokerage Analysis [I] Attachments: Morris.xlsx Classification: For Internal use only We have expanded capabilities across all wealth segments and need to focus them on the right clients. As we continue to provide cross-asset capital markets coverage, it is important to leverage WIC for investment idea generation and implementation solutions that are tailored to each client's