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.
Andrew Montgomery Costa Managing Director & Co-Founder
Registered representative, financial co-author and Kiplinger contributor Andrew Montgomery Costa has worked extensively in the field of financial services, helping retirees and pre-retirees to have greater confidence in the days ahead.
Andrew 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, Andrew devotes time to the Salvation Army, Petset-Humane Society of Broward County, and Kids in Distress.
Andrew 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. Andrew 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
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
Dave Olsen Client Service Advisor
Vice President of Client Services
Tiffany Shrier Client Service Specialist – Team Lead
William Roughen Client Service Specialist
Eric Brown Client Service Specialist
Vincent Olivere Client Service Specialist
Jennifer Allard Director of First Impressions
Ashley Hayes Client Relations Assistant
Hannah Myers Marketing Manager
Natalie Avendano Marketing / Event Coordinator
Brittany Winship Senior Client Relationship Coordinator
Andrew Phillips Marketing Coordinator
Natalie Aguirre Client Relationship 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.