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.

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TESTIMONIALS

"Synergy is an invaluable partner in the mediation process. They have extensive expertise in Medicare, Medicaid and Structured Settlements and the ability to explain the impact of these complex concepts to my clients in simple, clear and understandable language. This allows me to focus on obtaining the best possible result in the settlement process."

Michael J. Winer, Esq.
President Florida Workers Advocates (FWA)

"Coincidentally, on the day of a recent Synergy Seminar on Medicare & ERISA lien resolution I received a letter on an ERISA lien. This letter followed much back and forth between myself and the recovery vendor for BCBS. Despite my efforts they were adamant there would be no (zero)(zilch)(nada) reduction and provided case law to support their position. I tried Synergy’s Lien Resolution Services since I had just heard their Director of Lien Resolution speak. Synergy got them to reduce their claim by a third in less than ten (10) days. The result was quick and the fee very reasonable. If you have a tough ERISA lien and your typical efforts don’t work, give Synergy a try."

Michael S. Smith, Esq.
Lesser, Lesser, Landy & Smith, PLLC

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