Paul DiPalma

Business Development

Georgette DiPalma

Client Relationship Administrator

Paul DiPalma

Business Development

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 Relationship Administrator

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.

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