Financial Expert Witness and Securities & Investments Expert Witness
John A. Rodgers, III Esq. John Rodgers & Associates Charlotte, NORTH CAROLINA
Phone: (704) 366-8875   Fax: (704) 366-4641 Email: jarodgers3@aol.com  Website: www.fiduciaryconsultant.com


Specialty 1: Financial Specialty 2: Securities & Investments

Additional Information: Investment Management and Fiduciary/Trust Litigation Expert Witness and Consulting Services. Covers trust issues, trust mismanagement and beneficiary rights. Represent trust current income beneficiaries, remainder beneficiaries along with individual or bank trustees. Member Illinois Bar & North Carolina Bar Association Estate Planning & Fiduciary Law Section, Managed FNBC Trust Division 9 years.
Specialty Focus, Special Skills, Experience: Trust Litigation, Trustee Duties, Fiduciary Duties, Investment Advisor, Trust & Estates
Education:
LLB, University of Virginia School of Law
BA, Cornell University
Certificate, ABA Trust School
NASD Series 7, 24 & 63 Securities Licenses

Years in Practice: 40 Number of times Deposed/Testified in the last 4 years: 10
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