Hilliard Lyons

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My grandfather was the victim of check fraud whereby his neighbor moved in to "take care of him" and proceeded to steal $30K from him in forged checks. 4 checks were written on his Hilliard and Lyons wealth management account one which had no payee for $10,000 dollars.

Neither his wealth advisor nor anyone at Hilliard and Lyons gave him one security alert of any kind. This is an account that hadn't had a check written on it in YEARS.

He has since moved his business after what can a hellish process with Hilliard where they refused to give trust documents upon client request & moved annuities for an 85 year old man to their own benefit. When requested by client to return the funds, Hilliard ignored the request. Their client had to phone the annuity company and have the transaction reversed.

There are those who abuse elders in jeans and T-shirts and then there are those who do it with suits on. Same fake smile.

Keep your loved ones safe. Move your money out of Hilliard & Lyons.