Contact Us  (423) 664-4508

Florida Office

Sarasota, FL

6704 Professional Parkway West
Sarasota, FL 34240

(941) 907-0700

Upcoming Workshops

Southport Capital offers two different workshops, Maximizing Social Security and Your Dream Retirement. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Maximizing Social Security

Learn how the new tax law changes can affect you and your benefits!

TBA
Sarasota, FL

Your Dream Retirement

Coming Soon.

TBA
Sarasota, FL

Mike Mooney

Partner and Senior Investment Advisor
(404) 229-7360

Bio

Mike is one of the owners and serves on the Board of Directors for Southport Capital. He has over two decades of experience managing investment portfolios. He began his portfolio management career with Oppenheimer Capital, specializing in working with retired Delta and American Airline pilots. Mike’s investment philosophy for retired clients is “Principal Preservation” with a strong emphasis on value investing. His primary goal is to create an investment strategy that enables his clients to always sleep soundly at night.

Mike’s professional career began in the United States Marine Corp where he served a tour in Desert Storm as a member of the F18 Fighter Squadron. While in the USMC, Mike earned his Bachelors of Science degree in Aeronautical Engineering with a minor in Business Administration. After completing his degree, Mike began his professional career with Mead Corporation where he was sponsored to attend Harvard University’s corporate management program. This is where Mike has learned many of the fundamental values he employs in his portfolio management style today.

Paul DiPalma

Business Development
941-907-0700

Bio

Paul has over a decade of experience in the financial services industry, starting with humble beginnings as an intern during his college years. He graduated from Florida Southern College with a degree in Business Administration. As both a Certified Income Specialist™ as well as a National Social Security Advisor Certificate Holder, Paul is meticulous in plan design for his clients. He specializes in addressing pre-retiree and post-retiree needs, helping them adjust to any life changes that affect their financial goals. Paul prides himself acting in a fiduciary capacity for his clients, ensuring their needs as well as desires are recognized and a prudent solution is implemented. Paul believes that financial freedom is available to those who learn about it and work for it.

As a resident of southwest Florida, Paul is a member of the Young Leaders Alliance, forming personal and professional relationships while building leadership skills. He is active in serving his local community with involvement in such organizations as Nate’s Honor Animal Rescue, All Faiths Food Bank and Habitat for Humanity. Paul spends his free time with nature. He enjoys doing everything from taking his dog Champ to the beach to hiking mountains at a national park.

Georgette DiPalma

Client Services
941-907-0700

Bio

Georgette joined Southport Capital in May 2014 as the Director of Client Relations. Georgette consults with high net worth clients in various individual matters with both diligence and meticulous attention to detail at our Lakewood Ranch, FL office. She handles all client administration, the maintenance of existing accounts, and any client related inquiries, boasting over 30 years of financial service experience. She transitioned to Southport Capital from her similar role with Integrated Asset Management dating back to 2006.

Born and raised in Brooklyn, New York, Georgette attended the College of Staten Island. She began her career with Merrill Lynch in New York City teaming with brokerage traders in the Institutional Sales division, acquiring twelve years of valuable industry experience. Georgette moved on to Creative Investment Concepts in New Jersey where she managed four businesses simultaneously. At Creative Investments, she also worked hand in hand with investment brokers Oppenheimer and Franklin Templeton as the Client Services Manager.

After a lifetime of big city living, Georgette moved to Bradenton, Florida for the warm weather and its world famous beach destinations. She has a passion for bicycling and also enjoys evening walks.

Jonathan Miles, CFP®

Director of Financial Planning

941-549-8564

Bio

Jonathan Miles is a Certified Financial Planner (CFP®️) whose unwavering diligence, competence, and hands-on approach have all earned him the reputation as a trusted advisor. As Southport Capital’s Director of Financial Planning, he continually aims to streamline complex financial scenarios by arming his clients with the strategic plans they need to turn their goals into reality. Over the course of nearly a decade, he has garnered extensive professional experience in cash flow and goals-based financial planning.

When he isn’t assisting his valued clients with their finances, you can find Jonathan Miles playing golf or woodworking. He also has an avid interest in fast cars and animal advocacy.

Arthur Brown

Senior Investment Advisor
941-549-8281

Bio

Arthur “Artie” Brown is a seasoned Investment Advisor Representative who is known for his unparalleled dedication to adding value to his company and clients’ lives alike. For the last 25 years, he has had the opportunity to help hundreds of individuals with all their investment needs. Currently serving as Southport Capital’s Senior Portfolio Manager, he is in charge of tactical portfolio management revolving around in-depth technical analysis and sustainable core strategies.

Outside of his career, Arthur Brown enjoys cooking unique meals and talent scouting. Above all else, he strives to make his community a better place than when he first entered it through volunteer work and giving necessary resources to esteemed charities. He is particularly dedicated to supporting cancer research and awareness.

Terms of Service

These documents are for general information and educational purposes only, and must not be considered an investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal and accounting professionals, before making any fund purchase or executing any investment or financial planning strategy. They must exercise their own independent judgment when making any investment decision.

All investments involve risk. There can be no guarantee that the strategies, tactics, and methods discussed here will be successful. Shares may be more or less valuable than purchase price at any time in the future. Any performance-related numbers referenced are not verified and are being used for informational purposes only.

Copyright © 2019 Southport Capital®