Grizinski v. American Express Financial Advisors, Inc.

Hendrickson, Judge.

{¶ 1} Plaintiff-appellant, William V. Grizinski, appeals the decision of the Warren County Court of Common Pleas granting summary judgment to defendant-appellee, American Express Financial Advisors’, Inc. (“American”). We affirm the decision of the trial court.

{¶ 2} Grizinski is a broker, and one company he represents is the National Health Insurance Company (“NHIC”). David Parker, one of Grizinski’s clients, established an annuity contract with NHIC that replaced an annuity Parker already held. Parker was also a client of American and eventually moved funds from his NHIC…