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MAESE v. GARRETT

No. 32,260.

329 P.3d 713 (2014)

2014-NMCA-072

Gerald MAESE and Jacqueline Maese, Plaintiffs-Appellees, v. David GARRETT and Wells Fargo Advisors, LLC, Defendants-Appellants.

Court of Appeals of New Mexico.

Certiorari Denied, June 26, 2014, No. 34,704.

Attorney(s) appearing for the Case

Bryan L. Query, P.A., Bryan L. Query , Albuquerque, NM, for Appellees.

Windle Hood Alley Norton Brittain & Jay, LLP, Joseph L. Hood, Jr. , El Paso, TX, for Appellants.

OPINION

FRY, Judge.

{1} The formal opinion filed in this case on April 10, 2014, is hereby withdrawn, and this opinion is substituted in its place.

{2} Plaintiff brought suit against Defendants to recover taxes, penalties, and interest Plaintiff incurred in connection with the partial surrender of a deferred variable annuity.1 Plaintiff alleged that erroneous financial advice he received from...

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