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
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 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.
A. Montgomery 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 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.
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.
Amber KellyWealth Advisor
Director of Global Wealth Women
Richard Giannotti Wealth Advisor
President of Sports & Entertainment Division
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 is an experienced wealth advisor and director of the Sports & Entertainment Division at Global Wealth Management. In addition to assisting athlete clients and their families with their unique financial needs through the Sports and Entertainment Division, Richard works with prospective individuals and families to create customized financial plans to prepare them for life to and through retirement.
Born and raised in Fort Lauderdale, Florida, Richard earned a Bachelor of Science in Business Administration and Finance from the University of Miami. Prior to entering the financial services industry, Richard began his career playing baseball at St. Thomas Aquinas High School in Ft. Lauderdale, Florida, where he was a first-team all-state outfielder and a member of the National Honor Society.
Richard was drafted by the San Francisco Giants in 2001 but elected to pursue 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.
He is an Investment Advisor Representative who holds the Series 7 and 65 securities licenses and the 2-15 & 2-20 insurance licenses.
Richard lives in Fort Lauderdale with his wife Kristen and two boys, Beau and Banks. In his free time, Richard likes to travel with his family to sporting events and to visit their families in the northeast.
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
Wealth Manager
Dave Olsen Vice President of Client Services
Wealth Manager
Megan ReevesVice President of Healthcare Solutions
John Thomas Chief Investment Officer
Wealth Manager
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 an Investment Adviser Representative, John works directly with families to provide them with comprehensive wealth management and retirement planning services.
John is a regular guest on Fox Business News and TD Ameritrade Network. He has been seen and quoted in major publications, such as The Wall Street Journal and ETF Advisor, as a recognized professional in the financial services industry.
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 aweek and throughout each season.
Dave Olsen Client Service Advisor
Wealth Manager
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.
Megan BartellVice President of Healthcare Solutions
Megan attended Wofford College and The Medical University of South Carolina and holds a Master’s degree in Health Administration. She has experience in health insurance, financial planning, and management and holds her FL 2-15 insurance license and well as AHIP certification in Medicare Advantage, Supplemental Plans and Prescription Drug Plans. Megan works closely with new and existing clients to help them with the Medicare planning and insurance needs.
Chad HillWealth Manager
Tiffany Shrier Client Service Manager - New Business
Charles Bosanac Client Service Specialist
Chad Hill Wealth Manager
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.
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.
Charles Bosanac Client Service Specialist
As a Client Service Specialist, Charles assists with handling the new business department operations. Chalres 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.
DeeDee Dennis Client Service Specialist
Kyle KellyClient Service Specialist
Ashley Hayes Client Relations Assistant
DeeDee Dennis Client Service Specialist
As a Client Service Specialist, Deedee assists with handling the new business department operations. She 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. Deedee also works diligently with existing clients to ensure bi-annual and annual reviews are scheduled in a timely manner.
Kyle KellyClient Service Specialist
As a Client Service Specialist, Kyle assists with handling the new business department operations. He 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. Kyle also works diligently on outbound marketing campaigns to pre and existing clients, working closely with the marketing department to meet and contribute to the companies goals.
Ashley Hayes Client Relations Assistant
A member of the First Impressions team, Ashley develops and assists in many of our daily administrative tasks.
MARKETING TEAM
Hannah Myers Marketing Operations Director
Brittany Winship Client Relationship Coordinator
Natalie Aguirre Marketing/Event Coordinator
Hannah Myers Marketing Operations Director
Hannah Myers is responsible for spearheading our marketing department and directs many of our marketing campaigns and efforts. She also administers many of our technological apps and systems to keep the latest information and data available to our staff and clients.
Brittany Winship Client Relationship Coordinator
Brittany assists the marketing department in working with our prospective clients, including calendar management, email communication and assisting with new marketing campaigns and client events.
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 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.
