Managing Partner, Chief Investment Officer, Investment Advisor Representative
John Catalfamo is the co-founder and Chief Investment Officer of PRIMORIS Wealth Advisors, LLC. John has over 20 years of experience as a licensed investment professional.
John began his career as a registered representative having taken and passed his Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) securities licenses. Within a few years he created an independent OSJ (Office of Supervisory Jurisdiction) with a national brokerage firm where he added the Series 24 (General Securities Principal) license.
Guided by his core principle of focusing on his clients’ best interests John added the Series 65 (Uniform Investment Advisor Law) license in order to act as a true fiduciary. In the Spring of 2000 PRIMORIS was formed enabling him to fulfill his goal of being a true independent fee only advisor, free from any conflicts of interest that come with being a commissioned broker.
His relentless pursuit of excellence coupled with a burning desire to learn led him to create CED Tax & Accounting Services, a full service tax and accounting firm. Since 2005 CED has given many PRIMORIS clients better insights into their overall finances by pairing the natural marriage of wealth and taxes together.
John is a highly respected and sought after advisor. His insights and thoughts have been shared in such notable publications as The Wall Street Journal, Forbes, Investor Advisor Magazine, On Wall Street, Money Management Executive and many others.
Managing Partner, Chief Compliance Officer, Investment Advisor Representative
Raymond Eaton is the co-founder and Chief Compliance Officer of PRIMORIS Wealth Advisors, LLC.
With more than 25 years of experience as a successful tax accountant and licensed financial professional, Raymond provides professional wealth management through sound advice; helping create value, focus, and understanding. He takes an active role in educating clients about matters concerning wealth and retirement planning; tax-advantaged investing; and corporate and small business finances.
Raymond received his Bachelor of Science degree in Accounting from Franklin Pierce University in 1990 and currently holds an Investment Advisory Series 65 license. He also maintains his Real Estate Brokers license in New York State.
Raymond prides himself on providing his clients exceptional financial advice with integrity, objectivity and superior ethics.
Senior Investment Advisor Representative
Gavin is a Senior Investment Advisor Representative with PRIMORIS Wealth Advisors where he holds Series 63 and 65 investment licenses. Prior to joining the firm in 2016, he was a Vice President with JP Morgan Private Bank in Palm Beach, Florida, providing financial advice and managing assets for high net worth clients. He received his degree from the Warrington School of Business at the University of Florida in 1997.
Gavin leverages his eighteen years of extensive investment and financial planning experience bringing customized solutions to his clients that are tailored to fit their family’s specific needs. He is passionate about providing first class service to his clients and works diligently to assist them in meeting their financial goals and aspirations.
Gavin and his wife Amanda reside in North Palm Beach along with their two daughters and two dogs, Milo and Brew. In his free time Gavin enjoys golf, working on classic automobiles, and being the DJ for his daughter's softball team.
Senior Investment Advisor Representative
Michael Roscoe is Senior Investment Advisor with PRIMORIS Wealth Advisors where he brings 14 years of investment experience and holds the Series 65 Investment License. Prior to joining Primoris, he was the Chief Investment Officer for a boutique family office in North Palm Beach where he oversaw all aspects of the investment platform.
Michael earned a Bachelor of Business Administration degree in Finance from St. Thomas University in 2003 and a MBA specializing in Finance from the University of Miami in 2005. Mr. Roscoe is active in several community organizations, including PGA Hope and Habitat for Humanity of Palm Beach County where he served as a member of the board of directors from 2008 to 2016.
Michael and his wife Elena reside in Palm Beach Gardens with their two young boys and their black lab named Seamus. In his free time, Michael enjoys golf, travel and rough housing with his two boys.
Investment Advisor Representative
Richard Donegan serves as an Investment Advisor Representative with PRIMORIS Wealth Advisors where he holds the Series 65 Investment License. Richard earned a Bachelor of Science degree in Food and Resource Economics from the University of Florida in 2016 while competing for the Men’s Golf program.
Prior to joining PRIMORIS, he was an Assistant Golf Coach and Professor at the University of Central Florida. Richard is passionate in providing his clients with holistic financial advice for both their short term and long term investment goals.
Richard resides in Jupiter and still competes in golf tournaments on a national scale. In his free time, Richard enjoys playing golf and is a former State and Collegiate Champion.