Georgette DiPalma specializes in client administration, payroll, the maintenance of existing accounts, and any client-related inquiries, boasting over 30 years of financial service experience. She consults with high-net worth clients and affiliated businesses with both diligence and meticulous attention to detail at our Lakewood Ranch, Florida office. 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 12 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.