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WHITE v. CONSOLIDATED PLANNING, INC.

No. COA03-483.

603 S.E.2d 147 (2004)

John W. WHITE and his wife, Katherine A. White, Plaintiffs, v. CONSOLIDATED PLANNING, INC.; Park Avenue Securities, LLC; Guardian Investor Services Corporation; The Guardian Life Insurance Company of America; Keyport Life Insurance Company; Provident Life and Accident Insurance Company; and Robert W. White, Defendants.

Court of Appeals of North Carolina.

October 5, 2004.

Attorney(s) appearing for the Case

Kilpatrick Stockton, L.L.P., by David C. Smith and Tonya R. Deem, Winston-Salem, for plaintiffs-appellants.

Sharpless & Stavola, P.A., by Lynn E. Coleman, Greensboro, for defendant-appellee Consolidated Planning, Inc.

GEER, Judge.

This appeal presents the question whether the sins of the son should be visited upon the father. Plaintiff-appellant John W. White ("plaintiff") lost more than $300,000.00 when his son Robert W. White ("Robert White"), an account executive and Senior Vice President for defendant Consolidated Planning, Inc. ("Consolidated"), misappropriated the funds. Plaintiff has appealed from the trial court's orders granting Consolidated's motion to dismiss plaintiff...

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