Financial Expert Witnesses in North Carolina
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Financial Planning & Product Brokerage Expert Witness
This highly qualified expert has over 32 years of experience in intangibles consultative sales and client-facing compliance. He earned his BA in economics from the Virginia Military Institute and his MBA from the College of William & Mary. He is a certified financial planner and business intermediary as well as a chartered life underwriter and financial consultant. This expert formerly served as a financial advisor for Ameriprise Financial and as an independent broker/advisor. He currently works as an author, having recently published a book on successful financial planning.
Independent Broker & Advisor, null
Master of Business Administration (MBA), College of William & Mary
North Carolina
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FAQs for Financial Expert Witnesses
What is the role of a financial expert witness in legal proceedings?
A financial expert witness provides specialized knowledge and insights on complex financial matters, helping courts understand intricate details related to finance, accounting, or economics.
What types of cases can a financial expert witness assist with?
Financial expert witnesses can assist with a wide range of cases including fraud investigations, business valuations, bankruptcy proceedings, tax disputes, and securities litigation.
Can a financial expert witness help in divorce proceedings?
Yes. In divorce cases, a financial expert witness can provide crucial insights into asset valuation and division, alimony calculations, and child support considerations.
Are there subspecialties within the field of financial expert witnessing?
Yes. Subspecialties may include forensic accounting, economic analysis, investment advising, insolvency consulting, and more depending on the case's specific needs.
How does a financial expert witness contribute to securities litigation?
In securities litigation, they analyze complex financial data to assess compliance with regulations, evaluate damages, and provide clear explanations of complicated financial concepts.
How does Expert Institute select its Financial expert witnesses?
Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.