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SHEEN v. JENKINS

No. 92-1530.

629 So.2d 1033 (1993)

Brian J. SHEEN and Sheen Investment Management Group, Inc., Appellants/Cross-Appellees, v. Dorothy C. JENKINS, Appellee/Cross-Appellant.

District Court of Appeal of Florida, Fourth District.

December 29, 1993.

Attorney(s) appearing for the Case

Philip M. Burlington, Edna L. Caruso, P.A., and Alfred A. LaSorte, Jr., P.A., West Palm Beach, for appellants, cross-appellees.

Gary R. Jones and Thomas Boyd, Hickey & Jones, P.A., Miami, for appellee, cross-appellant.

HERSEY, Judge.

This appeal and cross-appeal arise from an action seeking recovery for fraud, negligence, and breach of a fiduciary relationship. There are several issues which warrant discussion.

Dorothy C. Jenkins employed Brian J. Sheen as her financial planner and investment advisor in November of 1982. As it turned out, Jenkins made only one investment through Sheen: the purchase of an interest in a tax shelter which turned sour, occasioning the proceedings...

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