Sean Pendray CSSC

Sean Pendray CSSC

Synergy Settlement Services Partner

E: Sean@synergysettlements.com

P: (305) 972-7480

Sean Stephen Pendray was born in Miami, Florida and attended Westminster Christian High School. He is a graduate of Florida State University with a BS in political science and a minor in psychology. He attended business school at the University of Miami and received a masters degree in public administration.

 

Mr. Pendray has 25 years of experience in financial advising and asset protection strategies. Sean has worked with some of the most well-regarded firms in the financial world including Bear Stearns and Paine Webber as well as within the financial divisions of banking giants First Union and Citibank. His experience encompasses permanent income creation, asset management, trust, insurance, lending and other core competencies within the financial services arena. In his sub-specialization within the settlement planning arena, Mr. Pendray has advised on and placed hundreds of millions of dollars in assets and legal awards in investments, annuities, and trust over the course of his career.

 

Mr. Pendray has held various industry credentials including FINRA securities licensing in Series 6, 7, 62, 63, and 65 (fiduciary), with insurance licenses in life and annuities as well as the distinguished Certified Structured Settlement Consultant designation through the NSSTA program developed in conjunction with the University of Notre Dame Mendoza College of Business Executive Education Program.

 

Sean is a Certified Financial Planning Program graduate through the Bryant University Executive Development Center. The Certified Financial Planning designation is recognized as the gold standard in the financial advising industry, with an estimated 20% of professionals holding the marks. Advisors holding a CFP™ must adhere to the fiduciary standard and are held to the highest ethical levels in the industry.

 

Mr. Pendray is a fifth-generation Floridian and resides in his hometown of Miami with his wife Melanie and two young children, Sophia and Luke. He is an active advocate of both his trial attorney and plaintiff clients and as such is a member of the Miami Dade Trial Lawyers Association, the Broward Trial Lawyers Association, the Florida Justice Association, and the American Association for Justice.

 

Passionate about working with children, Mr. Pendray was the president of Kiwanis of Coral Gables for 2010-2012 and remains an active board member. Kiwanis International is a fund-raising organization dedicated to serving the children of the world via scholarships for underprivileged youth, volunteer work, and mentoring as well as various philanthropic initiatives in communities everywhere. He has also worked on behalf of the American Cancer Society and run marathons to benefit Leukemia and Lymphoma research in tribute to his father who was a cancer victim and his mother who is a breast cancer survivor. Sean is currently a deacon lay leader at Christ Journey Church in Coral Gables where he and his wife attend.

 

Sean is the principal and owner of Pendray Financial Advisory Incorporated, a boutique financial advising practice serving high net worth and sudden wealth clients. He is also a planner/partner with Synergy Settlement Services in South Florida working with attorneys and their plaintiff clients within the legal settlement planning world. Mr. Pendray runs the Miami/Ft. Lauderdale/WPB office and is located at 2525 Ponce De Leon Blvd. Suite 300 in Coral Gables, Fl.

 

“Ongoing vigilance as financial markets and political climates change is critical and this is where we really strive to outperform. Many clients in the modern financial world are simply not getting the service they expect and deserve. Our motto”one client at a time” is a testament to our vision of a specialized boutique advisory partnership that will have no more than 100 families which it serves. Our pledge is to be faith centered and to treat each client/family like our own.”

TESTIMONIALS

“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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