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Meet the Team

Michael S. Primo

Michael S. Primo

Financial Advisor

Mobile: 954-701-0596

PO Box 267784

Weston, FL 33326

Michael.Primo@Dempseyi.com

~ Financial Advisor, Proud Father, Tennis and Automotive enthusiast, Food supporter, Travel fanatic, and
History Buff ~

“Planning is not just a game of checkers but a game played on a three dimensional chess board." -Michael Primo

Michael’s Passion
As a veteran in the financial world since 1998, Michael’s greatest satisfaction comes from providing
individuals and their families the ability and assurance to be able to do more of what they love. Helping
clients to obtain freedom to realize there goals through customized, and value driven sound Financial
advice.

Michael’s Background
Michael graduated From William Paterson University of New Jersey earning his Bachelor of Science in
Business administration in January of 1998. In January of 1998 He began his career working for Kissel
Blake, on Wall St, in the Merger and Acquisition department.

Since 2001, Michael has been working with Public and private employees, their spouses and families. He
provides objective education regarding how to plan for their financial goals and retirement on multiple
fronts. He provides objective education regarding how to plan in making the most of the Florida
Retirement System pension options, D.R.O.P., Federal Employees Retirement System (FERS), retirement
accounts, Social Security options, investments and Insurance. He also specializes in creating and
administrating retirement plans for small business and their employees.

Michael lives in Westin, Florida and is married to Ingrid Primo. They have two children together, Gianni
and Briella. They enjoy spending time together as a family traveling and attending sporting events.


At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.