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.
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.
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.
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.
Amber Kelly Financial Advisor
Director of Global Wealth Women
Richard Giannotti Financial Advisor
President of Sports & Entertainment Division
Chad Hill Financial Advisor
Jon Wolff Financial Advisor
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.
John Thomas Chief Investment Officer
Erin Curry Chief Operations Officer
Dave Olsen Client Service Advisor
Tiffany Shrier Client Service Manager - New Business
William Roughen Client Service Specialist
Eric Brown Client Service Specialist
Jennifer Allard Director of First Impressions
Sherri Dermangian Client Service Specialist
Ashley Hayes Client Relations Assistant
Hannah Myers Marketing Operations Director
Brittany Winship Client Relationship Coordinator
Joseph Blaikie Client Relationship Coordinator
Natalie Aguirre Marketing/Event Coordinator
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.