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QUAY v. HERITAGE FINANCIAL, INC.

No. A05A0601.

617 S.E.2d 618 (2005)

274 Ga. App. 358

QUAY v. HERITAGE FINANCIAL, INC.

Court of Appeals of Georgia.

July 12, 2005.

Attorney(s) appearing for the Case

Anthony Kirkland, Marietta, for appellant.

E. Ray Stanford, Jr., Stuart, Irvin, Stanford & Kessler, Atlanta, for appellee.

MIKELL, Judge.

Heritage Financial, Inc. ("Heritage"), an estate planning company based in Georgia, sued James Quay, a former employee/estate planner, alleging that Quay breached his fiduciary duty to Heritage. The breach of fiduciary duty claim centered around an investment account opened with Securities America, a broker-dealer, in the name of a Heritage customer, Robert Myer. The investment account was opened in order to fund a newly created trust being set up by...

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