Articles Tagged with Elder Financial Exploitation Loss Lawyer

Did Your Broker-Dealer’s Negligence Enable Elder Financial Abuse?

Elderly Senior Sues Charles Schwab For Allegedly Failing To Protect Her From Scammers

A 91-year-old woman is suing Charles Schwab & Co., both the brokerage and the affiliated bank, in court. The plaintiff contends that Schwab allegedly did not protect her, a vulnerable person, from scammers who stole over $278K of her savings, including money that was supposed to pay for senior housing. She claims that the Schwab representatives neglected to follow Schwab’s own guidance regarding elder financial abuse and senior investors.