Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal 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

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 Costa

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.

Andrew’s hard work and diligence earned him the honor of being named both a Million Dollar Round Table* Qualifier and a Lincoln Presidents Club Gold Eagle Member.

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.

*Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Andrew Montgomery Costa or Global Wealth Management is stated or implied.

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

Amber Kelly Financial Advisor
Director of Global Wealth Women

richheadshot

Richard Giannotti Financial Advisor
President of Sports & Entertainment Division

chad

Chad Hill Financial Advisor

jon

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

John Thomas Chief Investment Officer

dave-olsen

Dave Olsen Client Service Advisor

kyle

Kyle Kelly

Vice President of Client Services

tiffany

Tiffany Shrier Client Service Specialist – Team Lead

william

William Roughen Client Service Specialist

eric

Eric Brown Client Service Specialist

vincent

Vincent Olivere Client Service Specialist

jennifer

Jennifer Allard Director of First Impressions

ashley

Ashley Hayes Client Relations Assistant

MARKETING STAFF

hannah

Hannah Myers Marketing Manager

natalie

Natalie Avendano Marketing / Event Coordinator

brittany

Brittany Winship Client Relationship Coordinator

no-pic

Andrew Phillips Marketing Coordinator

no-pic

Simaya Hammonds Client Relationship Coordinator

natalie

Natalie Aguirre Marketing Coordinator

no-pic

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.

Or give us a call at 866-405-1031