Articles Posted in Elder Financial Abuse 

Older Investors Remain Among The Most Vulnerable Targets of Broker Exploitation

Our Elder Financial Abuse Attorney Teams Are Investigating Claims of Losses Involving Ex-Mutual Securities Broker Julie Darrah

Financial exploitation of older people remains a huge problem, and such crimes frequently go unreported because victims are reluctant to speak out. Those who commit elder financial abuse may be friends, family, acquaintances, and even trusted stockbrokers and investment advisers who should have been looking out for their client’s best interests and not taking advantage of them.

Our Skilled Elder Financial Abuse Attorneys Represents Retirees and Seniors

Elder Financial Exploitation Leads To $28.3B in Losses Yearly, Reports AARP 

If you are wondering whether you or someone you love may have suffered investment losses due to elder financial abuse by a broker, contact Shepherd Smith Edwards and Kantas ( today. Throughout the US, we help seniors and retirees in going after the brokerage firms whose negligence or misconduct led to them losing money.

Are You A Retiree Whose Citizens Securities Broker Sold You Colorado Bankers Life Insurance Annuity?

Our Trusted Senior Investor Fraud Lawyers May Be Able To Help You Recoup Your Losses

Shepherd Smith Edwards and Kantas team of Senior Investor Fraud Lawyers ( are helping many of the investors who suffered losses in Colorado Bankers Life Insurance and the other insurance companies owned by Greg Lindberg. This includes, most recently, filing another FINRA lawsuit against brokerage firm Citizens Securities, Inc. on behalf of a Florida retiree who is seeking up to $500K in damages.

Are You A Massachusetts Investor Whose Citizens Securities Financial Advisor Sold You Colorado Bankers Life Insurance Annuities? 

Our Annuity Investor Fraud Lawyers May Be Able To Help

The team of Annuity Investor Fraud Lawyers at Shepherd Smith Edwards and Kantas ( are offering free, initial case consultations to Massachusetts investors who suffered losses in Colorado Bankers Life Insurance annuities. This includes those who were sold their policies by a Citizens Securities financial advisor. Citizens Securities, which is a Citizens Financial Group subsidiary, is now under investigation by Massachusetts Secretary of State William Galvin’s office.

Are You Worried Your Elderly Parent May Be A Victim of Investment Fraud?

Our Elderly Parent Financial Abuse Lawyers Represent Senior Investors and Their Families 

Unfortunately, older retirees continue to be a favorite target of unscrupulous financial professionals and others seeking to take advantage of their retirement accounts or life savings. The health issues, including potential cognitive impairments, that can come with growing older may make elderly investors even more vulnerable to Elderly Parent Financial Abuse.

Are You A Retiree Who Lost Your Life Savings After Investing with a Stockbroker?  

Our Skilled Retirement Loss Lawyers Can Help You Determine Whether You Have Grounds For Financial Recovery

Whether you are an elderly investor who has worked for decades to acquire a healthy savings balance or a younger investor preparing for later in life, Shepherd Smith Edwards and Kantas ( know how devastating it can be to lose your retirement funds whether due to an adverse event or because your financial advisor was negligent, careless, or purposely misappropriated your funds. As a matter of fact, many of the clients we represent are elderly seniors, younger retirees, and investors who sustained losses to their retirement monies because of investment advisor negligence or broker fraud. Over the years, our knowledgeable retirement loss attorneys have helped thousands of investors to recover damages from brokerage firms.

Why Older Investors Suffering From Dementia Are Vulnerable To Broker Fraud

Barred Fifth Third Securities Financial Advisor Is Accused of Elder Financial Abuse

Our skilled Elder Financial Abuse lawyers represent older investors in pursuing damages from the brokers and investment advisors whose actions caused them to sustain serious investment losses. Our clients also include older investors who are suffering from Dementia or other serious health issues.

Do You Or Someone You Love Need The Help of Trusted Elder Financial Abuse Attorneys? 

Senior Investor Losses Reported By Customers of Laidlaw Brokers

According to a 2022 Consumer Affairs article, over 3.5M elderly adults fall prey to financial exploitation each year. This causes more than $3.5B in losses. The person defrauding a senior citizen might be someone the victim knows, such as a relative, friend, or guardian. It could also be a financial professional who was entrusted to keep this older investor’s money safe.

Raymond James Pays $500K After Broker is Accused of Elder Financial Abuse 

Broker-Dealer Allegedly Failed To Supervise Ex-Stockbroker Frederick Stow Who Stole Older Investors’ Money

Unfortunately, elder financial abuse continues to be a huge problem. In many instances, the perpetrators have been financial professionals, including those who are registered brokers at well-known brokerage firms. If you (or someone you love) are a senior investor who has suffered losses that you suspect may be caused by broker misconduct or negligence, it is important that you explore your legal options right away.

Contact Information