Expert Witness Services

Jesse Dogillo, CFP®, CLU®, ChFC®, AEP®

Expert Witness & Litigation Support Services

• Consults with plaintiff and/or defendant attorneys and provides expert witness testimony at deposition and/or trial/FINRA arbitration.  Work performed subject to fee and retainer agreement.
• Review and provide opinions regarding Breach of Fiduciary Duty, Negligence, Failure to Supervise, Misrepresentation, Suitability, Fraud, and Due Diligence.
• Product expertise include: Annuities, Mutual Funds, and Life Insurance