Anthony F. Prieto, Jr., CFP® joined the Delta team in 2008. Prieto has spent the last seven 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. He is a frequent speaker in the southeast on the various issues involved in settlement planning and has over more than 14 years experience in the financial and settlement planning industry.
He specializes in:
- Comprehensive Settlement Planning
- Structure Settlements
- Trust Planning – Special Needs, Asset Protection and Pooled 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
Prieto, a native of Tampa, received his undergraduate degree and 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 (AZ, CO, CT, DE, FL, IL, MA, NE, NJ, NY, TX)
NASD Series 6 License
Registered Investment Advisor (RIA), State of Florida
Registered Representative, Symetra Investment Services, Inc.
Professional Affiliations and Awards
National Structured Settlement Trade Association
Society of Settlement Planners
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 Consumers’ Research Council of America – America’s Top Financial Planners
Million Dollar Round Table
Tampa Bay Business Journal “40 under 40” Award
Community Involvement and Awards
Ridgewood Park CPCA, Inc. Board Member
Tampa Heights Riverfront CRA Advisory Board
Delta Tau Delta Capital Campaign Finance Chairman and Alumni Board
Volunteer, The Spring of Tampa Bay, Inc.
Volunteer of the Year Nominee, The United Way
Seminole Boosters, Inc.
The Florida State University Alumni Association
Sacred Heart Catholic Church Patron
