Anthony F. Prieto, Jr.

Anthony F. Prieto, Jr.

President

E: anthony@synergysettlements.com

P: 877.242.0022

Anthony F. Prieto, Jr., CFP® is President of Synergy Settlement Services. He is a frequent speaker in the southeast on the various issues involved in settlement planning and has more than 20 years experience in the financial and settlement planning industry. He specializes in:

 

  • Comprehensive Settlement Planning
  • Structure Settlements and Asset Preservation Trusts
  • Public Benefit Preservation including Medicaid, Social Security and Medicare
  • Lump Sum Planning including inheritance, legal settlements, proceeds from real estate and business sales
  • Investment Account and Retirement Plan Distributions
  • Professional Money Management
  • Estate Planning
  • Annuity and Life Insurance Analysis
  • IRA and Self-Directed IRA Rollovers

 

He and his wife reside near downtown Tampa with their two daughters.

 

  • Past Experience

    Prieto has spent the last six years working with attorneys and their clients nationwide to create comprehensive settlement plans. Prior to this, he spent more than ten years as a financial advisor with a regional firm specializing in investment and insurance planning for state university employees. In this position, he was able to gain extensive experience in creating plans for all types of employees – from high level administrators to maintenance staff.

  • Education

    Prieto received his undergraduate degree and certificate in Financial Planning from Florida State University. He received the Certified Financial Planner designation in 2003 from the CFP Board of Standards, Inc. in Denver.

  • Civic Affiliations

    Foundation for Those with Special Needs, Inc., Executive Board Member, Trinity School for Children, Executive Board Member, Ridgewood Park CPCA, Inc., Past President and Executive Board Member, City of Tampa, The Heights Riverfront CRA, Advisory Board Member, Delta Tau Delta Capital Campaign, Finance Chairman, Delta Tau Delta Housing Corporation, Executive Board Member, Volunteer, The Spring of Tampa Bay, Inc., Volunteer of the Year Nominee, The United Way, Seminole Boosters, Inc., The Florida State University Alumni Association, Christ the King Church, Patron and Catechist

     

  • Associations

    Prieto is an active member of the Financial Planning Association (National, State and Local Levels), National Association of Insurance and Financial Advisors (National, State and Local Levels) and the Society of Settlement Planners. He was named to the Tampa Bay Business Journal “40 under 40″, Consumer Research Council of America’s Top Financial Planners and nominated for the United Way Volunteer of the Year.

TESTIMONIALS

I wanted to pass my highest recommendation to Synergy who we routinely get involved in cases when Medicare issues come up, especially when dealing with Medicare Set Asides. Synergy went beyond the call of duty in a recent case that was settled and dealt one-on-one with our clients and their family. They spent time on the phone with them to be sure they got all their questions answered and did a fantastic job dealing with Medicare.

J. Daniel Clark
Clark Martino, P.A.

“This service is tremendous, and Synergy Lien Resolution Services is fantastic to work with. All of our cases will be sent through this process.”

David Eaton, Esq.
Eaton & Tirella

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