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Wheeler Wealth Management

A conflict of Raymond James financial brokers puts one employee in the middle

in The Bay and the 'Burg by

A former wealth management assistant is in the cross hairs of a complicated lawsuit. Sheri Nymark was fired by her boss, Pat Wheeler, in early July. After being terminated, Wheeler accuses her of contacting clients and trying to convince them to move their business from Wheeler to be managed instead by her son who works for Raymond James. The lawsuit alleges Nymark violated her confidentiality and employment agreements, which constitutes theft of both clients and revenue. However, emails provided in…

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