Thomas J. Knatz, J.D., CFP® 3500 Financial Plaza
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Tom Knatz works out of Millennium’s home office in Tallahassee and begins his 25th year in the structured settlement business. Tom worked for 14 years as a broker for the defendants and the past 10 years as a broker for the plaintiffs. Tom is confident that having worked on both sides of the negotiation table for 25 years makes him a valuable addition to the plaintiff team.
Tom is a licensed attorney in good standing in the State of Michigan, where he practiced law for 9 years prior to his move to Florida in 1985. Tom has been a Certified Financial Planner since 1994. Finally, Tom is a Registered Representative and Investment Advisor Representative with Evolve Securities and any securities are placed through Evolve Securities, Inc., a member of FINRA/NFA/SIPC (www.FINRA.org).
Tom will be happy to provide a more comprehensive and detailed professional profile of his work and educational background on request.
Settlement and Planning Expertise:
25 years structured settlement experience
Expertise in all areas of structured settlements including medical malpractice, Economic Loss Analysis, Special Needs Trust, Qualified Settlement Funds, attorney fee structures and non-physical injury settlements
Professional Experience:
Millennium Settlements, Inc., Tallahassee, Florida
Settlement Consultant/Partner, January 2006 - Present
Millennium Settlements, Inc., Tallahassee, Florida
President, January 2003 - December 2005
Millennium Settlements, Inc., Tallahassee, Florida
Settlement Consultant, April 2000 - December 2002
Cambridge Galaher, Maitland, Florida
Assistant Vice President, February 1998 - April 2000
Benefit Designs, Inc., Maitland, Florida
Manager, Southeast Region, August 1988 - February 1998
Kidder, Peabody, Sarasota, Florida
Investment Banker/Structured Settlement Consultant
August 1985 - August 1988
Draugelis, Ashton, Scully, Plymouth, Michigan
Defense Attorney 1978 -1985
State Farm Insurance, Ann Arbor, Michigan
Claim Specialist/Attorney Negotiator 1970 -1978
Professional Licenses and Designations:
Juris Doctor
Certified Financial Planner(CFP)
Florida Life/Variable Annuity License
Registered Representative
Memberships:
American Bar Association
Michigan Bar Association
National Structured Settlements Trade Association (NSSTA)
The Financial Planning Association
Education:
B.A. Michigan State University, East Lansing, Michigan
J.D. Detroit College of Law, Detroit, Michigan
CFP®, College for Financial Planning, Denver, Colorado
*Securities offered through Evolve Securities, Inc.
Member FINRA/SiPC (www.FINRA.org)
5300 Bee Caves Road, Building III, Suite 100
Austin, TX 78746 888.557.0222
Millennium Settlements, Inc. and Evolve Securities, Inc. are not affiliated.
“I have had the pleasure of working with Millennium on several challenging cases. They were the first independent firm with which I have structured attorney fees as well as client payouts. One very prominent carrier initially refused to work with a co-broker. Tom Knatz was extremely patient in providing information to the carrier to prove that they were more than up to the task and that their products had significantly higher rates of return. Over several months and lots of correspondence, the carrier finally broke down and, grudgingly, cooperated with Millennium.
In my most recent case involving Tom and Millennium Settlements, I asked a friend who is an outstanding investment advisor to compare Millennium's rates with the products she handled, and she said that Millennium had the better return. That spoke volumes, both about her character and Millennium!”
Tom Chase
Thomas C. Chase, P.A.
Fort Myers, FL
“Gunn Law Group has worked with Tom on many cases over the years. Tom's vast knowledge of structured settlement issues and calming demeanor helps our clients to feel comfortable with the financial decisions that will affect them and their loved ones, often for the rest of their lives. When we refer a client to Tom, it gives us great comfort to know that the client is receiving responsible and trustworthy advice.
Tom appreciates that the clients will often need a personal touch. A client that is settling a case can be overwhelmed with all of the financial ramifications and responsibilities of a settlement. For that reason, Tom will travel when and where necessary to serve the clients.
As plaintiffs attorneys, we seek to maximize our clients' recovery. Tom Knatz helps us to achieve this goal.”
Lee D. Gunn IV
Gunn Law Group, P.A.
Tampa, FL
“Tom Knatz and Millennium Settlements are exceptional leaders in assisting clients and attorneys about the tough decisions involving structured settlements. The staff is professional, courteous and very competent. When called upon, they meet with the clients to discuss their needs first; then a suggested series of plans are offered that helps to educate the clients about how a structured settlement can be utilized to meet their needs and objectives. Tom's breadth of experience is a crucial asset for assisting the attorney to help counsel and advise the clients. I've worked with Tom and Millennium for more than ten years and am well pleased with the services and the results we have been able to achieve for my clients.”
Larry Perry
Perry & Young, P.A.
Panama City, FL
“I have had the pleasure of working with Tom Knatz on many occasions. Tom is exceptional in his ability to relate to each client and understand their individual needs. He is always thoroughly prepared and readily provides the clients with a variety of investment choices.
Tom is always willing to attend mediation and meet with the clients both before and afterwards. He works tirelessly to ensure that the clients understand the nature of structures and will receive the best possible return on their investment. I would recommend Tom Knatz and Millennium Settlements to anyone.”
Lisa Magill Foran
Hinkle & Foran
Tallahassee, FL
“Tom Knatz and Millennium Settlements have been instrumental in helping us and our clients achieve excellent results before, during and after mediation and even during trials. Tom is knowledgeable with an excellent ability to communicate directly with clients and explain how and why an annuity may be just right for them and enhance a prospective settlement. His knowledge-base is extraordinary. I heartily recommend his services.”
Fred Tromberg
Law Office of Fred Tromberg
Jacksonville, FL
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.
