ROWLAND v. SANDY MORRIS FIN. & ESTATE PLANNING

No. 20-1187.

993 F.3d 253 (2021)

Barry ROWLAND; Donna Rowland, Plaintiffs-Appellees, v. SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC; Sandeva O'Bryan Morris, Defendants-Appellants, and Global Financial Private Capital, LLC; GF Investment Services, LLC; Minnesota Life Insurance Company, Defendants.

United States Court of Appeals, Fourth Circuit.

Decided: April 7, 2021.


Attorney(s) appearing for the Case

Donald R. Pocock , NELSON MULLINS RILEY & SCARBOROUGH LLP, Winston-Salem, North Carolina, for Appellant. Brooke A. Howard , HOWARD LAW, PLLC, Raleigh, North Carolina; James A. Roberts, III , Matthew D. Quinn , LEWIS & ROBERTS, PLLC, Raleigh, North Carolina, for Appellees.

Affirmed by published opinion. Judge Wilkinson wrote the opinion, in which Judge Niemeyer and Judge Quattlebaum joined.


In this appeal, defendants Sandeva "Sandy" Morris and Sandy Morris Financial LLC (SMF) challenge the district court's denial of their motion to compel arbitration of plaintiffs Barry and Donna Rowland's North Carolina contract and tort claims. Because we agree with the district court that the parties did not form an agreement...

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