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 achieve their ideal retirement by providing them with both innovative and traditional retirement planning and investment management solutions.
Grant is the Co-Founder and Managing Director of Global Wealth Management, an SEC Registered Investment Advisor. He is the co-host of the “The Global Wealth Show” airing on NBC, CBS, ABC and FOX. Grant is a regular Kiplinger contributor. He has been quoted in major publications such as the Wall Street Journal, USA Today, and Newsweek.
Grant currently resides in Fort Lauderdale with his wife, Jessica, and their four children. He is a passionate sports fan and enjoys boating, surfing, paddle-boarding, coaching his children’s sports teams, and spending quality time with his family. He is passionate about serving the community where he was raised via Global Wealth with Purpose where he gives back to many worthy charities and foundations throughout South Florida.
A. Montgomery Costa Managing Director & Co-Founder
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 through sound retirement planning and investment management solutions.
Andrew is the Co-Founder and Managing Director of Global Wealth Management, an SEC Registered Investment Advisor. He has been quoted in major publications such as the Wall Street Journal, USA Today, and Newsweek. Andrew is the co-host of the “The Global Wealth Show” airing on NBC, CBS, ABC and FOX. Andrew is a regular contributor in Kiplinger.
Andrew has been a resident of Fort Lauderdale for more than 35 years and he is a proud parent of his two sons, Dylan and Austin. Andrew has a passion for sports and his hobbies include spending time with family, golfing, boating, and traveling. He is also passionate about giving back to the community of Fort Lauderdale where he was born and raised.
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
Lisa Winward Client Service Advisor
Karen Balboa 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
Ashley Hayes Client Relations Assistant
DeeDee Dennis Client Service Administrator
Hannah Myers Marketing Operations Director
Brittany Winship Client Relationship Coordinator
Natalie Aguirre Marketing/Event 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.