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.
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.
Amber Kelly Financial Advisor
Director of Global Wealth Women
Amber Kelly Financial Advisor
Director of Global Wealth Women
Amber Kelly is dedicated to helping individuals and families plan for their future. She helps develop comprehensive financial plans encompassing concerns such as income planning, retirement planning, asset protection strategies, investment planning and estate planning.
Amber earned a bachelor’s degree in economics and finance from Southern New Hampshire University. She is a licensed Investment Adviser Representative and holds an insurance license in the state of Florida for life, health and annuities.
Amber has spent several years providing counsel to financial advisors from around the country on how to build suitable and ethical business practices. She has worked directly with all levels of financial practices from CEOs to local independent advisors and insurance agents.
Richard Giannotti Financial Advisor
President of Sports & Entertainment Division
Richard Giannotti Financial Advisor
President of Sports & Entertainment Division
Richard is a financial advisor who leads the Sports & Entertainment Division at Global Wealth Management.
Born and raised in Fort Lauderdale, Florida, Richard earned a Bachelor of Science in business administration from the University of Miami.
Prior to entering the financial services industry, Richard began his career playing baseball at the national powerhouse St. Thomas Aquinas High School in Ft. Lauderdale, Florida, where he was a first-team all-state outfielder. Richard earned an athletic scholarship to the University of Miami, where he started as a freshman, eventually helping lead the Hurricanes to two College World Series appearances.
In 2004, Richard was drafted by the Anaheim Angels, which sparked a nine-year professional baseball career with the Los Angeles Angels, the St. Louis Cardinals and the Southern Maryland Blue Crabs of the Atlantic League.
Today, he works with professional athletes to help preserve and protect their hard-earned wealth.
Chad Hill Financial Advisor
Chad Hill Financial Advisor
Chad Hill assists new clients in implementing and developing retirement income plans and strategies to help ensure that our clients may not outlive their nest egg. He also assists in the setup of new accounts and transitioning of existing accounts in accordance with their advisor’s recommendations. A South Florida native, Chad grew up in Boca Raton and become a very active athlete. Chad played Division 3 Lacrosse for Stevens Institute of Technology before he transitioned to Florida State University where he graduated with a degree in finance. He began his career at MetLife where he assisted families and business achieve their financial goals. He is an Investment Adviser Representative who has passed the Series 7 and 66 securities exams and holds licenses in life, health insurance, and annuities in Florida.
Jon Wolff Financial Advisor
Jon Wolff Financial Advisor
Jon Wolff helps new clients set up new accounts and transition existing accounts in accordance with their advisor’s recommendations. Born and raised in Buffalo, NY, Jon graduated from Boston College with a degree in economics and spent the majority of his career in the financial industry. Jon is an Investment Adviser Representative who has passed the Series 7, 63, and 65 securities exams and holds licenses in life insurance and annuities in Florida and several other states. Jon resides in Delray Beach with his fiancée Megan and their dog, Java.
STRATEGIC PARTNERS
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
John Thomas Chief Investment Officer
John Thomas is dedicated to developing and managing investment strategies across Global Wealth Management’s client portfolios. In this role, he is responsible for asset allocation, portfolio design and key investment decisions.
As a Investment Advisor Representative and Series 4, 7, 24, 53, 63, 65 license holder, John works directly with families to provide them with comprehensive wealth management and retirement planning services.
John is passionate about educating clients and advisers on investment strategies and conducts weekly “Lunch and Learns” at the various Global Wealth Management satellite offices throughout Florida on topics related to current markets, trends, and news, as well as the best sectors for investing. John also leads Global Wealth Management’s weekly market update calls with clients.
John attended the University of Florida, where he earned a Bachelor of Science in Industrial and Systems Engineering.
John lives in Florida with his wife, Laura, and two young sons, Brody and Chase. In his free time, John is dedicated to coaching his sons’ intramural sports teams several times a week and throughout each season.
Erin Curry Chief Operations Officer
Erin Curry Chief Operations Officer
Erin Curry is a multifaceted Executive with 25 years of experience in Operations and Human Capital management. She is passionate about the internal and external customer experiences, driving a culture of constant improvement on processes in the pursuit of better performance and deriving economies of scale; adding strategic value and continual growth opportunities for the company and for the employees. She has been instrumental in doing this for multiple companies on local, national, and global scales; of which 5 of the companies she was a co-founder. Her background includes a wide variety of experience in leadership development, succession planning, sales management, project management, technology and product delivery, marketing and strategy.
Erin lives in the Kansas City, Missouri metro area with her husband and two daughters. She is involved in her community, serving as Vice Chair of the Economic Development Council of Blue Springs, MO. The family loves to stay active together in CrossFit, tennis, golf, boating, and horseback riding. As an avid horseman and lover of the sport, Erin serves as a Member and Co-Founder of the Kenny Fisher Youth Cutting Horse Scholarship Fund, providing college scholarships to young people in the sport.
Dave Olsen Client Service Advisor
Dave Olsen Client Service Advisor
Dave has been serving clients in the financial services industry for over 10 years. He has a diverse background and experience in financial planning, investment strategies, and insurance planning. Dave ensures clients are receiving reliable, attentive service and ongoing advice to keep financial plans on track. He is Series 7, Series 66, and FL 2-15 licensed.
Tiffany Shrier Client Service Manager - New Business
Tiffany Shrier Client Service Advisor
As Client Service Manager, Tiffany handles the new business department operations. Tiffany is responsible for all client integrations and implementation of your new Plan, according to your advisor's recommendations and is your guide and point of contact throughout the process. She also works with existing clients to help fulfill any service requests.
William Roughen Client Service Specialist
William Roughen Client Service Specialist
As a Client Service Specialist, William assists with handling the new business department operations. William is responsible for client integrations and implementation of your new Plan, according to your advisor's recommendations and is your guide and point of contact throughout the process. He also works with existing clients to help fulfill any service requests.
Eric Brown Client Service Specialist
Eric Brown Client Service Specialist
As a Client Service Specialist, Eric assists with handling the new business department operations. Eric is responsible for client integrations and implementation of your new Plan, according to your advisor's recommendations and is your guide and point of contact throughout the process. He also works with existing clients to help fulfill any service requests.
Jennifer Allard Director of First Impressions
Jennifer Allard Director of First Impressions
Jennifer is the first person you see when you visit our office and the first voice you hear when you call. She supports the Global Wealth Management team in many aspects of daily tasks. Jennifer strives to make every visit to Global Wealth Management as memorable as your first.
Sherri Dermangian Client Service Specialist
Sherri Dermangian Client Service Specialist
As a Client Service Specialist, Sheri assists with handling the new business department operations. Sheri is responsible for client integrations and implementation of your new Plan, according to your advisor's recommendations and is your guide and point of contact throughout the process. She also works with existing clients to help fulfill any service requests.
Ashley Hayes Client Relations Assistant
Ashley Hayes Client Relations Assistant
A member of the First Impressions team, Ashley develops and assists in many of our daily administrative tasks.
MARKETING STAFF
Hannah Myers Marketing Operations Director
Hannah Myers Marketing Operations Director
Hannah is responsible for working with our prospective clients on their transition to Global Wealth Management. She is your guide and point of contact throughout the process, from your first appointment to your closing appointment. Hannah also spearheads our marketing campaigns and is responsible for many of our marketing efforts.
Brittany Winship Client Relationship Coordinator
Brittany Winship Client Relationship Coordinator.r
Brittany assists the client service department in working with our current clients and client service advisors. Her role includes calendar management, client email communication, and assisting with preparations for client reviews, new client onboarding appointments, and service appointments.
Joseph Blaikie Client Relationship Coordinator
Joseph Blaikie Client Relationship Coordinator
Joseph assists the marketing department in working with our prospective clients, including calendar management, email communication and assisting with new marketing campaigns.
Natalie Aguirre Marketing/Event Coordinator
Natalie Aguirre Marketing/Event Coordinator
Natalie assists the marketing department in working with our prospective clients, including calendar management, email communication and assisting with new marketing campaigns.
DeeDee Dennis Client Relationship Coordinator
DeeDee Dennis Client Relationship Coordinator
DeeDee assists the marketing department in working with our prospective clients, including calendar management, email communication and assisting with new marketing campaigns and client events.
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.