Global Wealth Management
Does Your Big-Name Investment Firm Know Yours? It’s Time To Get Personal. Call 954-533-7144 to schedule your complimentary, no-obligation meeting today. At Global Wealth Management, our clients are our only priority. As an independent investment management firm without shareholders, the investments we recommend are never chosen by a company mandate to push proprietary financial products. Our advice is customized to meet the dynamic needs of our clients. Together, we develop a financial plan that takes into account your current situation and goals. We take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. We get to know each client, and their family, and are always available to discuss questions or concerns that may arise. Global Wealth Management provides industry experience in- Private Asset Management - Retirement Income Planning - Portfolio Management - Asset Protection - Income Tax Minimization - Risk Management Securities offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Global Wealth Management Advisory (GWM), a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training. GWM and MAS are not affiliated entities. On April 23rd, 2025, Global Wealth Management was named Best Financial Advisory Firm 2025 by USA Today and Statista Inc, in 2025. No compensation was provided to USA Today or Statista Inc, to obtain inclusion on the list, but there is a licensing fee to utilize USA Today’s and Statista Inc, logos in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on
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Verified contacts
37
available on Kipplo
LinkedIn employees
63
11 to 50 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
2
tools in use
Monthly traffic
691
organic / mo
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Decision-makers and verified team members
37 contacts with verified email or phone · masked until revealed.
- AM
Andrew M. Costa
Managing Director · General Business & Management
EmailPhone - TS
Tiffany Shrier
Client Service & Operations Director · Customer/Client Service
EmailPhone - DR
Devin Rountree
Vice President of Wealth Management · Finance & Accounting
EmailPhone - IR
Irma Reyes
Vice President Healthcare · General Business & Management
EmailPhone - CJ
Charles James Bosanac
Wealth Manager · Finance & Accounting
EmailPhone - HJ
Haley Jestings
Business Operations Specialist · Operations
EmailPhone - JR
Jose Reyes
Insurance Specialist · Customer/Client Service
EmailPhone - KK
Kyle Kelly
Client Service Specialist · Customer/Client Service
EmailPhone - LA
Lynn Adorno
Client Concierge · Customer/Client Service
EmailPhone
Showing 9 of 37 verified contacts
Top roles at Global Wealth Management
27 distinct titles indexed · top 10 shown.
- 3client services manager
- 2event manager
- 2vice president of wealth management
- 2wealth advisor
- 2wealth manager
- 1business operations specialist
- 1client concierge
- 1client service & operations director
- 1client service coordinator
- 1client service specialist
- +17more titles
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