Settlement Capital Advisors

Jack Meligan is a financial advisor at Settlement Capital Advisors with 14 years of industry experience. He holds a Series 65 designation and has been president of Settlement Professionals, Inc. since 1987, as well as president and owner of The Plaintiff's MSA & Lien Solution, LLC. His work includes providing administration services for Medicare Set-Aside accounts and lien resolution services related to personal injury lawsuits. Settlement Capital Advisors offers discretionary portfolio management primarily to individual clients and entities such as trusts and conservatorships, focusing on non-high-net-worth individuals. The firm integrates its advisory services with affiliated businesses specializing in structured settlements, Medicare-set-aside planning, and lien resolution, employing an investment strategy centered on dividend-yielding equities and a limited range of fixed income instruments.

Jose Adame is a financial advisor with Settlement Capital Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Key Investment Services, JP Morgan and Chase, and America First Credit Union. Settlement Capital Advisors provides discretionary portfolio management primarily to non‑high‑net‑worth individuals, including trusts and conservatorships. The firm focuses on dividend‑yielding equities and a limited set of other instruments, managing accounts on a discretionary basis with an emphasis on long‑term dividend reinvestment and dollar‑cost averaging.

David Sullivan is a financial advisor with Settlement Capital Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, MassMutual Financial Group, and MML Investors Services. Outside of his advisory work, he has been involved in insurance sales. Settlement Capital Advisors provides discretionary portfolio management primarily to non-high-net-worth individuals, trusts, and conservatorships. The firm focuses on dividend-yielding equities and select fixed-income instruments, managing accounts on a discretionary basis with quarterly reviews and client-specific investment guidelines.