Daniel J. Alvarez

Daniel J. Alvarez

Chief Business Development Officer

E: Dan@synergysettlements.com

P: 407.279.4802

Daniel J. Alvarez is a founding principal and chief business development officer of Synergy Settlement Services. 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.


Dan is passionate about spending time with his wife Emily and children Brooke, Micah and Madeline.  He has an interest in Florida State football that only borders on unhealthy.  Dan is an average juggler, an above-average chef and an exceptional creator of Spotify playlists and pillow forts.


  • Past Experience

    Dan works nationally consulting plaintiff attorneys and their clients on the negotiation and resolution of catastrophic personal injury cases. Dan has a unique background to the settlement planning practice industry having worked for several years as a trial attorney. It was during this time that he developed a passion for assisting clients with the unique set of challenges that only begin as their lawsuit is resolved. Dan was a featured speaker in the Stetson College of Law Special Needs Trust Seminar IX and has authored numerous articles on financial planning associated with legal recoveries.

  • Education

    Mr. Alvarez graduated from Florida State University in 1997. He went on to Florida State College of Law where he graduated cum laude in 2000. He began work as an Assistant State Attorney in Hillsborough County where he tried over 60 jury trials. After three years as a prosecutor, he worked as a trial lawyer at Wilkes & McHugh in Tampa. During this time, he garnered extensive experience in the mediation and settlement of complex, high-value cases.

  • Relevant Experience

    Mr. Alvarez is also a founding partner of the Structured Sales Group, where he specializes in tax deferral planning in the purchase and sale of investment real estate and small to medium-sized businesses.

  • Professional Affiliations

    AAJ, Florida Justice Association – Young Lawyer Section Board Member, Hillsborough County Bar Association, Society of Settlement Planners, National Alliance of Medicare Set-Aside Professionals, Round Table Group’s Expert Network and the American Bar Association.


“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

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