6704 Professional Parkway West
Sarasota, FL 34240
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!
Bradenton, Florida February 25th or 27th
Jacksonville, Florida February 20th or 22nd
Bradenton, FL 34211
More Coming Soon.
Your Dream Retirement
Partner and Senior Investment Advisor
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.
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.
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.
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.