Louis E. Masry
2945 Townsgate Road |
 |
Settlement & Planning Expertise:
- 20 years of Financial Planning experience.
- 6 years of Settlement Planning experience.
- Instrumental in developing a complete financial assessment of a plaintiff’s immediate and long-term financial needs. Using my expertise, I tailor a financial plan to meet the needs for income, medical care, education and retirement, as well as other future needs.
- Provide plaintiff attorneys with fee structuring options, allowing them to take advantage of the unique opportunity to defer taxation on earned fees.
- Review all legal documentation associated with the structured settlement transaction to make sure that it complies with the Internal Revenue Code provisions that govern the structured settlement industry.
Professional Experience:
- Millennium Settlements, Inc., Tallahassee, FL
Senior Settlement Planner, February 2001 - Present - Millennium Investment Services, Van Nuys, CA
Vice President, April 2005 - Present - Sunrise Financial Services, Westlake Village, CA
President, May 1996 – February 2001 - Prudential Securities, Inc., Pasadena, CA
Assistant Vice President, March 1995 – August 1996 - Dean Witter Reynolds, Inc., Pasadena, CA
Financial Advisor, February 1992 – March 1995 - New York Stock Exchange, Wall Street, New York, NY
Senior Floor Reporter, March 1987 – September 1987
Professional Affiliations:
- Affiliated Member of the Consumer Attorneys Association of Los Angeles
- Affiliated Member of the Consumer Attorneys Association of California
- Affiliated Member of the Association of American Justice (A.A.J.)
- Millennium Settlements, Tallahassee, FL
- Millennium Investment Services, Van Nuys, CA
- Syndicated Capital, Santa Monica, CA
Professional Licenses & Designations:
- Securities Licensed (FINRA), Series 7 and 63
- Life Insurance Licensed in the following states: Arizona, California, Colorado, Connecticut, Delaware, Illinois, Massachusetts, Nebraska, Nevada, New Jersey, New York, North Carolina, Oregon and Texas
Recognition Awards:
- AIM Mutual Funds 1997 Chairman’s Council
- Evergreen Mutual Funds 1997 Executive Council
- Public Justice (Formerly Trial Lawyers for Public Justice), Patron
Memberships:
- President, Agoura/ Oak Park/ Conejo Valley Chamber of Commerce
- National Structured Settlements Trade Association (NSSTA)
Education:
- California State University, Northridge (Major-Political Science), September 1984 – June 1985
- Los Angeles Valley College (Major–Political Science), September 1985 – April 1987
Millennium Settlements
3500 Financial Plaza, 4th Floor
Tallahassee, Florida 32312
(800) 573-8853 | (850) 894-4265 | (850) 894-4269 (fax)
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Primary Geography: Tallahassee, Florida. Cities: Orlando, Fort Lauderdale, Boca Raton, Palm Beach, Lakeland, Coral Gables, Clearwater, Melbourne, Coral Springs, Fort Myers, Gainesville, Hialeah, Hollywood, Jacksonville, Miami Beach, Palm Bay, Pembroke Pines, Plantation, Pompano Beach, Port St. Lucie, St. Petersburg, Sunrise, Tallahassee, Tampa, and West Palm Beach. Counties: Miami-Dade, Broward, Palm Beach, Lee, Pinellas, St. Lucie, Hillsborough, Collier, Sarasota, Manatee, Orange, Seminole, Osceola, Pasco, and Monroe.
