Wife chose to immediately receive the entire amount of the transitional bonus. and pre-hire assets of $192,671,911." Her entitlement to receive the entire amount was conditioned on her remaining employed as a financial advisor by Wells Fargo for 112 months, maintaining a gross production level of over $1.12 million on each anniversary date, and remaining current on any other obligations she owes to the firm. The first, a transitional bonus exceeding $2.8 million, was "based on 150% of pre-hire trailing twelve months production. The offer summary contained several compensation bonuses. (Some capitalization omitted.) Shortly thereafter, Wachovia was purchased by Wells Fargo Advisors (Wells Fargo). That month wife signed a contract with Wachovia Securities LLC, entitled "Offer Summary," agreeing to work for it as a financial advisor and its managing director of investments. She developed a list of clients referred to as her "book of business." As of January 2009, the value of her clients' investments exceeded $192 million. Before January 2009, she worked for UBS Financial Services. During the marriage, wife worked as a financial advisor. The parties married in 1995 and separated in February 2010. We find his arguments have merit and reverse the judgment.
#DAVID REISS WELLS FARGO TRIAL#
He contends the trial court erred in its characterization, valuation, and division of Rhonda Finby's (wife) bonuses conditionally received or earned from her employer before the parties separated. Mark Finby (husband) appeals from a judgment on reserved issues, covering child custody and support, spousal support, and division of the parties' assets. Gorczyca and Daniel Gorczyca for Respondent. Phillips, Whisnant, Gazin, Gorczyca & Curtin, Gary S. Appeal from a judgment of the Superior Court of Orange County, Ronald P.
0 kommentar(er)
