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The SEC also filed charges against Douglas McKelvey, who was accused of stealing $1.7 million from the Morgan Stanley accounts of his mother and mother-in-law over a period of nearly 10 years.
Scott Bills considered himself a Merrill lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.
