Meet the Professionals Who Can Help You Pursue Your Goals

Our mission is to provide financial confidence and clarity so our clients can enjoy amazing lives and 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
Wealth Advisor

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 Adviser. He is the co-host of “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.

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.

Photo of Andrew Costa of Global Wealth Management

Andrew M. Costa

Managing Director & Co-Founder
Wealth Advisor

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 Adviser. He has been quoted in major publications such as The Wall Street Journal. Andrew is the co-host of “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.

Wealth 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.

Tyler Morales

Wealth Advisor

Amber Kelly

Wealth Advisor, Director of Global Wealth Women

Marc Fauler

Wealth Advisor

Richard Giannotti

Wealth Advisor, President of Sports & Entertainment Division

Operations Team

Ivan Minkov

Chief Financial Officer

John Murphy

Chief Client Officer

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, CFA®

Chief Investment Officer, Wealth Manager

Dave Olsen

Vice President of Wealth Management

Kyle Kelly

Vice President of Wealth Management

Gregg Kleinman, CFP®

Vice President of Wealth Management

Charles Bosanac

Wealth Manager

Michael Haupert

Client Services Administrator

Christian Avila

Client Service Administrator

Jose Reyes

Client Services Administrator

Tiffany Shrier

Client Service & Operations Director

Jessica Delareza

Client Service Manager

DeeDee Dennis

Client Service Manager

Lynn Adorno

Client Concierge

Marcella Benton

Office Administrator

Shaqia Desrosches

Client Service Manager

Insurance and Healthcare Solutions Team

Irma Reyes

Vice President of Healthcare Solutions

Marketing Team

Hannah Myers

Marketing Operations Director

Rafael Tardi

Client Relationship Coordinator

Natalie Arguirre

Marketing/Event Coordinator

Lauren Jordan

Marketing Coordinator & Office Administrator

Ashley Hayes

Executive Assistant

Strategic Partners

Sterling Capital

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.

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