I figured it was something like that. I inherited some (petro) stock from Mom. I had to open an account somewhere to cash it in. I only left a dinky amount in a green ETF. Sort of set it and forget it. So, when a hefty bill came up I called him to sell. (He's a new guy. My old guy retired and passed me on...) I don't think he expected our first meeting to go quite the way it did.

Poor dear doesn't realize he has me leaning for towards a full cash out. Lol!