Lynda has an extensive background and training in the Securities industry. She worked as a Registered Representative for Morgan Stanley for 12 years specializing in managing assets of high net worth individuals and Estates. There she designed and managed portfolios incorporating equities, bonds, options, mutual funds, ETF’s, insurance and annuities to maximize returns while controlling risk. Lynda has earned many awards and recognitions, including the title of Retirement Planning Specialist during her tenure at Morgan Stanley.
She graduated from University of Richmond, VA with a Bachelor of Arts in Political Science.
Growing up in a family of Plaintiff attorneys, Lynda understands the importance of being an advocate for the injured. In 2003, she joined forces with Delta Settlements, a premier full service, plaintiff oriented firm founded in 1990. To assist attorneys, Lynda is brought in as a member of the plaintiffs’ team. Lynda works with the attorney and their client by providing financial strategies to get the plaintiff the maximum tax- free income stream guaranteed for their life and still preserve their government benefits.
Growing up in a family of Plaintiff attorneys, Lynda understands the importance of being an advocate for the injured. In 2003, she joined forces with Delta Settlements, a premier full service, plaintiff oriented firm founded in 1990. To assist attorneys, Lynda is brought in as a member of the plaintiffs’ team. Lynda works with the attorney and their client by providing financial strategies to get the plaintiff the maximum tax- free income stream guaranteed for their life and still preserve their government benefits.
She works from start to finish including:
- Represented a city employee who lost both of his legs in a motor vehicle accident. This man received more than 18.5 million dollars payable over his lifetime in a tax-free annuity.
- Represented a fireman who suffered brain injuries as a result of a truck accident. He was awarded 2.5 million dollars in a tax-free-annuity.
- Represented a farm worker who suffered brain and orthopedic injuries as a result of a farm equipment accident. This worker received 3.7 million dollars, which was placed in a tax-free-annuity.
Lynda is an Equestrian and has competed for the U.S. Equestrian Team in Grand Prix Show Jumping and World Cup competitions. She has won numerous National awards including The Mercedes National Show Jumping Championships at Madison Square Garden. She enjoys running and snow skiing, is married and has two sons.
CONTACT INFO:
33 Gray Stone Way
Laguna Niguel, CA 92677
(949)234-0010
Fax:(949) 234-0050
lyndap2000@yahoo.com