Katie Bariso – Global Wealth Management

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Katie Bariso

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Katie Bariso

Director of Finance

Bio coming soon!

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On April 23rd, 2025, Global Wealth Management was named Best Financial Advisory Firm 2025 by USA Today and Statista Inc., in 2025. No compensation was provided to USA Today or Statista Inc., to obtain inclusion on the list, but there is a licensing fee to utilize USA Today’s and Statista Inc., logos in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/

The rating referenced was given on August 22, 2024, and is based on revenue data for the fiscal years 2021, 2022, and 2023. The rating was created and tabulated by Cohn Reznick, an independent accounting firm, and was presented by the South Florida Business Journal. This award recognizes companies based on revenue figures, not performance. Global Wealth Management (GWM) did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: https://bizj.us/1qlzys.

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Office phone: 954-533-7144
Office email: info@askglobalwealth.com

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1301 E. Broward Blvd., Ste. 200, Fort Lauderdale, FL 33301

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1655 N. Commerce Pkwy., Ste. 101 Weston, FL 33326

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Securities offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Global Wealth Management Advisory (GWM), a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training. GWM and MAS are not affiliated entities.

Insurance services offered separately through Global Wealth Retirement Planning, LLC. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

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On April 23rd, 2025, Global Wealth Management was named Best Financial Advisory Firm 2025 by USA Today and Statista Inc., in 2025. No compensation was provided to USA Today or Statista Inc., to obtain inclusion on the list, but there is a licensing fee to utilize USA Today’s and Statista Inc., logos in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/

The rating referenced was given on August 22, 2024, and is based on revenue data for the fiscal years 2021, 2022, and 2023. The rating was created and tabulated by Cohn Reznick, an independent accounting firm, and was presented by the South Florida Business Journal. This award recognizes companies based on revenue figures, not performance. Global Wealth Management (GWM) did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: https://bizj.us/1qlzys.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by Florida Atlantic University is stated or implied. Global Wealth Management is a paying sponsor of Florida Atlantic University Athletics.

Full Disclosures | Privacy Policy | Terms of Use
Form CRS – Global Wealth Management

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Adviser. MAS and GWM are not affiliated entities. Insurance services offered separately through Global Wealth Retirement Planning, LLC.

This information is not affiliated with or endorsed by the U.S. government or the federal Medicare program. You may be contacted by a licensed insurance agent.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC-insured.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1413683 - 8/22