Anthony F. Prieto, Jr.
Anthony F. Prieto, Jr., CFP® is a founding principal and president of Synergy Settlement Services, Inc. Synergy allows trial lawyers to focus on what they do best by handling all the issues which arise at settlement such as lien resolution, Medicare compliance, public benefit preservation, and settlement planning techniques for protecting the recovery. Prieto has spent the last twenty years working across the country with attorneys and their clients to provide guidance in the settlement services space. Mr. Prieto is a frequent speaker nationwide on the various issues involved in settlement planning and has over 20 years’ experience in the financial and settlement planning industry.
Mr. Prieto has helped Synergy become one of the fastest-growing companies in the United States. Synergy has been recognized by National, State and Local publications for its rapid growth. Prieto loves working with families and having a positive impact as they transition from Litigation to Life.
Mr. Prieto, a native of Tampa, received his undergraduate degree and a certificate in Financial Planning from Florida State University. Prieto and his wife reside near downtown with their two daughters.
Professional Certification and Licensure
Certified Financial Planner™, CFP Board of Standards, Inc., Life, Health and Variable Annuity (Various States), Investment Advisor Representative of Capital Asset Advisory
Professional Affiliations and Awards
Society of Settlement Planners, Board Member (2011 to Present) and Secretary (2012-2013), Financial Planning Association (National, State and Local Levels), National Association of Insurance and Financial Advisors (National, State and Local Levels), Senior Market Advisor Magazine Advisory Board Member, 2008-2011 Consumers’ Research Council of America – America’s Top Financial Planners, Million Dollar Round Table, Tampa Bay Business Journal “40 under 40” Award, Florida State University, President of the Year, 1995, Florida State University, IFC Judicial Board Member, 1995
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.
Community Involvement and Awards
Trinity School for Children, Executive Board, Ridgewood Park CPCA, Inc., Past President/Executive Board, Delta Tau Delta Capital Campaign Finance Chairman, ME Iris – Delta Tau Delta Housing Corporation, Board Volunteer – Feeding Tampa Bay. Inc., Volunteer of the Year Nominee, The United Way, Seminole Boosters, Inc., City of Tampa, Heights Riverfront CRA, Advisory Board, The Florida State University Alumni Association, Christ the King, Catechist and Patron, Foundation for Those with Special Needs, Inc., Board, Youth Basketball Coach, YMCA Tampa, Volunteer, Metropolitan Ministries
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