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Meet Our Legal Team
  • Attorneys David Meyer and Matthew Wilson have been selected to the list of Super Lawyers since 2011 and 2015 respectively.

  • Attorney David Meyer is a member of the Million Dollar Advocates Forum, an organization recognizing attorneys who have secured million dollar cases.

  • Martindale-Hubbell® Peer Review Ratings™ has recognized attorney David Meyer as an AV Preeminent® attorney in High Ethical Standing.

  • Attorneys David Meyer and Matthew Wilson have received a 10 out of 10 “Superb” rating on Avvo, calculated based on stringent and exhaustive criteria.

  • Attorney David Meyerhas been selected to the list of the Best Lawyers in America® for Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs every year since 2011.

  • Attorney David Meyer was selected as the 2015 Lawyer of the Year for Professional Malpractice Law – Plaintiffs for Columbus, OH by Best Lawyers®.

  • Meyer Wilson was ranked as a Tier 1 Best Law Firm for both Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs by U.S. News.

What is elder financial abuse?

At Meyer Wilson, we are seeing more and more cases at our law firm involving financial abuse of elderly customers. Oftentimes, the abuser is a family member or trusted financial advisor. Sometimes, the abuser is someone who inserted themselves in the elderly person’s life only recently via social media or through the internet. The abuser gains trust and eventually steals money right out of the elderly person’s brokerage account.

We believe brokerage firms need to be on the forefront of fighting financial abuse of the elderly. They are in a unique position to monitor customer accounts and detect potential wrongdoing. Under securities industry rules, brokerage firms are required to monitor all transactions in customer accounts. When it comes to protecting elderly customers, we strongly believe brokerage firms are not doing their jobs unless they have reasonable policies and procedures in place that are designed to respond to red flags and prevent theft from elderly customers.

Common red flags that brokerage firms should be looking out for include the following:

  • The appearance of a new caregiver or “friend.”
  • Complaints or confusion about stolen or misplaced credit cards, valuables, checkbooks or retirement checks from the elder or the new person in their life.
  • Sudden changes in the person’s banking practices including checks written to unusual recipients, like salesmen, telemarketers, or checks for cash.
  • Suspicious withdrawals and newly created joined accounts.
  • Large credit card transactions or an unusual increase in credit card debt and far-fetched explanations for why money is needed or spent.

At our law firm, we have helped many elderly investors recover money against brokerage firms that failed to properly protect their customer’s accounts from fraud or theft. If you or a loved one has been the victim of elder financial abuse, please give us a call. We might be able to help you get your money back.

You can learn more about the power of attorney, and how granting this to a trusted individual can help protect elderly investors, by watching our video below.

Need More Information?

Investment misconduct can be complex and confusing. That’s why we’re here to help you. Visit our Common Questions page to find in depth answers directly from our attorneys. Get More Answers
Have You Been a Victim of Investment Fraud?

You trusted your financial advisor with your money, but now you're left wondering what went wrong. If you or a loved one suffered losses because of investment misconduct, Meyer Wilson can step in and fight to recover your losses. The team of investment fraud lawyers at the firm has been helping people like you since 1999 by winning judgments, settlements and verdicts worth hundreds of millions of dollars against brokerage firms, financial advisors and banks.

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