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 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.

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.

Andrew Costa

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. 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.

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

Amber Kelly Financial Advisor
Director of Global Wealth Women

Richard Giannotti

Richard Giannotti Financial Advisor
President of Sports & Entertainment Division

Chad Hill

Chad Hill Financial Advisor

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.

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

John Thomas Chief Investment Officer

Erin Curry

Erin Curry Chief Operations Officer

Dave Olsen

Dave Olsen Client Service Advisor

Lisa Winward

Lisa Winward Client Service Advisor

Karen Balboa

Karen Balboa Client Service Advisor

Tiffany Shrier

Tiffany Shrier  Client Service Manager - New Business

Eric Brown

Eric Brown Client Service Specialist

Jennifer Allard

Jennifer Allard Director of First Impressions

Ashley Hayes

Ashley Hayes Client Relations Assistant

Deedee Dennis

DeeDee Dennis Client Service Administrator

MARKETING STAFF

Hannah Myers

Hannah Myers  Marketing Operations Director

brittany

Brittany Winship Client Relationship Coordinator

Natalie Aguirre

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.

Or give us a call at 866-405-1031

Call Now Button