Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team

The team behind Global Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Grant Conness

C. Grant Conness Managing Director & Co-Founder

Grant Conness is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

Investment Adviser Representative, Registered Representative, financial co-author, Kiplinger contributor and South Florida native, Grant works with South Florida individuals and families to address their retirement and estate planning goals.

Grant is a co-host of “The Global Wealth Show,” with episodes on television and radio. Currently, the show airs on local TV station NBC 6, and on financial radio station 610 WIOD, 740 WSBR and iheartradio. Grant is a previously accredited course instructor with the Florida Bar on 1031 Exchanges. He has been seen and quoted in major publications such as The Wall Street Journal, USA Today, and Newsweek and has appeared on major television networks such as NBC, ABC, CBS, and FOX as a distinguished investment advisor in his field.

Grant attended The University of Findlay in Ohio, where he was a member of the national championship football team, and he holds a Bachelor of Business Administration from Florida Atlantic University.

Grant currently resides in Fort Lauderdale with his wife, Jessica, and four children. He is a passionate sports fan and enjoys boating, surfing, paddleboarding, and spending quality time with his family.

Andrew Costa

A. Montgomery Costa Managing Director & Co-Founder

Registered representative, financial co-author and Kiplinger contributor A. Montgomery Costa has worked extensively in the field of financial services, helping retirees and pre-retirees to have greater confidence in the days ahead.

A. Montgomery is a co-host of “The Global Wealth Show,” with episodes on television and radio. Currently, the show airs on local TV station NBC 6, and on financial radio station 610 WIOD, 740 WSBR and iheartradio. He has been seen and quoted in major publications such as The Wall Street Journal, USA Today, and Newsweek and has appeared on major television networks such as CBS, NBC, ABC, and FOX as a recognized professional in the financial services business.

Acting on his strong beliefs of giving back to the community, A. Montgomery devotes time to the Salvation Army, Petset-Humane Society of Broward County, and Kids in Distress.

A. Montgomery and his wife, Liz, have been residents of Fort Lauderdale for more than 25 years. They are proud parents of their two sons, Dylan and Austin. A. Montgomery has a passion for sports, and his hobbies include spending time with the family, golf, boating, and traveling.

FINANCIAL ADVISORS

Our licensed financial advisors are responsible for working with new clients on the setup of new accounts and the transition of existing accounts in accordance with your advisor’s recommendations.

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Amber Kelly Financial Advisor
Director of Global Wealth Women

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Richard Giannotti Financial Advisor
President of Sports & Entertainment Division

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Chad Hill Financial Advisor

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Tyler Greene Financial Advisor

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Jon Wolff Financial Advisor

STRATEGIC PARTNERS

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Sterling's objective investment guidance enables us to provide an investment platform that is transparent and unbiased, so we can provide you with clear investment choices.

CLIENT SERVICE TEAM

Our client service team is responsible for implementing your financial strategy according to your advisor’s recommendations. They act as your guide and point of contact throughout the process, while also fulfilling any service requests.

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John Thomas Chief Investment Officer

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Erin Curry Chief Operations Officer

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Dave Olsen Client Service Advisor

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Tiffany Shrier  Client Service Manager - New Business

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William Roughen Client Service Specialist

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Eric Brown Client Service Specialist

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Vincent Olivere Client Service Specialist

sherri

Sherri Dermangian Client Service Specialist

brittany

Brittany Winship Client Services Coordinator

jennifer

Jennifer Allard Director of First Impressions

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Ashley Hayes Client Relations Assistant

MARKETING STAFF

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Hannah Myers  Marketing Operations Director

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Natalie Avendano Marketing / Event Coordinator

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Andrew Phillips Marketing Coordinator

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Joseph Blaikie Client Relationship Coordinator

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Natalie Aguirre Client Relationship Coordinator

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DeeDee Dennis Client Relationship Coordinator

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a workshop.

Or give us a call at 866-405-1031