Matthew DePalma

Matthew DePalma

Managing Partner - Financial Consultant

Phone: 941.256.9300
Fax: 941.256.9301
E-mail:
 

MATTHEW DEPALMA
Managing Partner / Financial Consultant

  • 20 + years Financial Industry Experience
  • Directs Capstan’s long term strategic plan and oversees firm’s mission, vision & values
  • 5-Star Wealth Manager*
  • Insurance & Wealth Preservation Specialist
  • Series 24, 7, 63, 65 Registrations, and Life, Health, Variable Annuity licenses

Matt DePalma has devoted his entire career to the field of financial services. A Florida resident for more than 40 years, his local market familiarity is joined by extensive experience doing what he loves. As Managing Partner, Matt is responsible for directing Capstan’s long term strategic plan and the execution of the strategies necessary to achieve the practice’s mission, vision and values.

In addition, Matt oversees Capstan’s business expansion opportunities, recruitment and hiring practices as well as the mentoring and professional development of our existing team members. He ensures that his leadership brings positive impact to the client experience, morale, administration, growth and integration of the practice as well as represents Capstan at key community events, industry conferences and practice functions.

His broad investment planning knowledge got its roots more than 20 years ago with Barnett Bank and saw him develop into one of the most accomplished investment professionals in the organization. Prior to forming Capstan, he most recently worked in Sarasota with Banc of America Investment Services, Inc. where he was again recognized for outstanding service to his client base. Matt’s passion is helping people with their finances which he’s done for more than two decades. For the sixth consecutive year, he was recently voted a “5 Star Wealth Manager” as featured in Sarasota Magazine in November 2016 and also represents Capstan as a founding member of the Gulf Coast CEO Forum. Matt holds the Series 24, Series 7, Series 63, Series 65 registrations, and Life, Health and Variable Annuity licenses. He currently resides in Venice with his wife Tia and two children, Shane and Matthew.

 

*2016 Survey conducted by Five Star Professional, an independent third-party research firm, who received nominations among all wealth managers in the wealth management area from peers or firms and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. Matt DePalma was named 2016 Five Star Wealth Managers which represents less than 21% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager’s future performance. For more information see: http://ww2.fivestarprofessional.com/research