Katie Connor – Global Wealth Management

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Katie Connor

katie-connor

Katie Connor

Director of Finance

Bio coming soon!

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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

Advisory services offered through Global Wealth Management Investment Advisory (GWM), a Registered Investment Adviser. Insurance services offered separately through Global Wealth Retirement Planning, LLC.

The South Florida Business Journal produces the list of Wealth Management Firms based on assets under management. Information was obtained from the companies' representatives and could not be independently verified by the Business Journal. South Florida includes Miami-Dade, Broward and Palm Beach counties.

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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.

Any media logos and/or trademarks contained herein are the property of their respective owners, and no endorsement by those owners of Global Wealth Management or its representatives is stated or implied. All media appearances are paid placements.

The Society of Financial Awareness "SOFA" is a paid membership organization comprised of professionals of varying specialties. SOFA is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The SOFA logo and/or trademarks are property of their respective owners, and no endorsement of Global Wealth Management or its representatives is stated or implied.

The National Ethics Association (NEA) is a paid membership organization. All NEA background-checked members have successfully passed the annual seven-year background checks for criminal, civil and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

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