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Meet Your Advisors

Financial Professionals, Grant Conness and Andrew Montgomery Costa

C. GRANT CONNESS

Managing Director & Co-Founder

Investment Advisor Representative & Registered Representative, Author, Kiplinger Contributor, and South Florida native C. Grant Conness services South Florida individuals and families whom he assists with retirement and estate planning aspirations. Mr. Conness brings a high degree of trust, integrity and service in working with his clients. His dedication has earned him the respect of the South Florida community of which he has been a part for over 30 years.

Mr. Conness is the co-host of the financial radio show “The Global Wealth Show” on 610 WIOD, 740 WSBR, and iheartradio, an accredited course instructor with the Florida Bar on 1031 Exchanges, and co-author of the book “Ultimate Success Guide” in which he coauthored with Best Selling Author, Brian Tracy. He has been featured 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.

Mr. Conness attended The University of Findlay, OH where he was a member of the National Championship Football Team and he holds a Bachelors 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 MONTGOMERY COSTA

Managing Director & Co-Founder

Financial Author, Registered Representative, Co-Founder of Global Wealth Management, and Kiplinger Contributor, Andrew Montgomery Costa has worked extensively in the field of financial management. Mr. Costa is the co-author of the book “Ultimate Success Guide” in which he co-authored with Best Selling Author, Brian Tracy.

He is the co-host of the financial radio show “The Global Wealth Show” on 610 WIOD, 740 WSBR, and iheartradio.com. Mr. Costa has been featured 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 investment management business.

Mr. Costa’s hard work and diligence earned him the honor of being a Million Dollar Round Table Qualifier, and as a member of the Lincoln Presidents Club as a Gold Eagle Member.

Acting on his strong beliefs of giving back to the community, Mr. Costa 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 over than 25 years. They are proud parents of their two sons, Dylan and Austin. Andrew’s hobbies include spending time with the family, golf, boating, traveling, and a passion for sports.


Amber Kelly

Financial Advisor
Director of Global Wealth Women

Amber is the youngest of three children to a French Canadian Mother and an Italian Father. Neither of her parents have had much formal or financial education, but they knew how to stretch a dollar further than most. Unfortunately they believed that a person needed to be wealthy or have money invested in the stock market in order to seek help from a financial advisor. Of course neither of those are true. Amber’s motivation to become a financial professional, as well as her focus on helping women specifically, came directly as a result of that misconception.

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 CEO’s to local independent advisors and insurance agents. Amber earned a bachelor’s degree in Economics and Finance from Southern New Hampshire University. Amber is also a licensed Investment Advisory Representative and holds an insurance license in the State of Florida for Life, Health, and Annuities. She stays on top of the ever-changing world of financial planning through continuing education courses and specialized exams.

Amber is dedicated to helping individuals and families plan for their future. She helps develop comprehensive financial plans encompassing all concerns such as income planning, retirement planning, asset protection, investment planning and estate planning.

“As a woman, I understand what it means to work hard and put others needs before my own. I also understand the challenges that women face today and I have personally dealt with adversity in my life and, thankfully, came out stronger in the end. I have now made it my mission to help guide women to and through retirement, as what I’d like to refer to as their financial advocate — whether they are married, single, divorced or widowed.” – Amber Kelly


Richard Giannotti

Financial Advisor
President – Athlete Asset Management Division

Richard is a financial advisor with Global Wealth Management. He was born and raised in Fort Lauderdale, FL and he received a Bachelor’s of Science degree in Business Administration from the University of Miami. Richard serves as a financial advisor for the numerous families who depend on Global Wealth Management to assist them in planning their financial future. He also serves as President of our Athlete Asset Management Division.

Richard Giannotti began his career playing baseball at the national powerhouse St. Thomas Aquinas High School in Ft. Lauderdale, FL where he was a 1st team All-State Outfielder. Following High School, Mr. Giannotti earned an athletic scholarship to the University of Miami where he started as a freshman, eventually helping lead the Hurricanes to 2 College World Series appearances.

In 2004, Mr. Giannotti was drafted by the Anaheim Angels, which sparked a 9 year professional baseball career with the Los Angeles Angels, St. Louis Cardinals and the Southern Maryland Blue Crabs of the Atlantic League (Independent). While playing, he built a vast network as a player, mentor and friend that is second to none. Mr. Giannotti is very detail-oriented, making sure each client of of Global Wealth Management and the GWM Athlete Asset Management Division feels as if they are the only client by always presenting himself available.

Mr. Giannotti states, “The most important thing to me is maintaining my good name that I built by continuing to be an honest man who is very straight-forward and hard-working.”

“Trust is an extremely important characteristic to have when dealing with individuals and families planning for their retirement as well as athletes and their financial goals and privacy. If there is no trust, there is no business.”



Our Team

Jennifer Allard

Director of First Impressions

Jennifer is your first impression to our office; making you feel warm and welcome as the first person you see when you visit or the first voice you hear when you call. She supports the GWM team in many aspects of daily tasks including calendar management. Jennifer will make sure your subsequent visits to GWM will be as memorable as your first


Brittany Winship

Client Relations Assistant

Brittany develops and assists in many of our daily administrative tasks for our Global Wealth Management team.

Brittany is a key member of our First Impression’s team.


Hannah Myers

Marketing Manager/New Relationship Manager

Hannah is responsible for working with our prospective clients on their transition to Global Wealth Management. She is your guide and point of contact throughout the process from your first appointment to your closing appointment. Hannah also spearheads our marketing campaigns and is responsible for many of our marketing efforts.


Natalie Avendano

Marketing Coordinator

Natalie develops and assists in many of our marketing and advertising campaigns by preparing, assembling and fulfilling many of our marketing requests. She prepares and sends all email communications that are sent out to all of our current and future clients.

Natalie is also a vital part of our event coordination staff.


Ashley Hayes

Client Relationship Coordinator

Ashley assists the marketing department in working with our prospective clients, including calendar management, email communication, and assisting with new marketing campaigns. She also assists Natalie with the majority of our client marketing events.



John Thomas

Vice President of Client Services/Financial Advisor

John Thomas is an accomplished and seasoned state registered financial advisor with over a decade of experience creating top of the line results for his clients. Now John oversees the operations and service department of Global Wealth Management.


Janet McGinnis

Operations and Client Service Manager

As Operations and Client Service Manager, Janet handles the new business department operations. She is a seasoned professional with over 16 years of industry experience. Janet is responsible for all client integrations and implementation of your new Plan, according to your Advisors recommendations and is your guide and point of contact throughout the process. She also works with existing clients to help fulfill any service requests.


Chad Hill

Associate Financial Advisor/Client Service Associate

Chad is a licensed financial advisor and is responsible for working with our new clients on the set up of new accounts and the transition of existing accounts in accordance with your advisor’s recommendations. He is your guide and point of contact throughout the process.


Kyle Kelly

Para-Planner/Service Associate

Kyle is a valuable member of our financial planning team and assists with case management and analysis. He coordinates with our advisors to make sure all of our prospective client’s retirement income plans are created in accordance with your specific financial goals.