Global Wealth Management Employee Directory

Financial ServicesUnited States51-200 Employees

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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 https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/

Find Global Wealth Management employees' phone numbers or email addresses

Global Wealth Management Global Highlights

North America
52

United States Of America
52

Asia
8

China
4
India
3
Singapore
1

South America
5

Uruguay
5

Europe
3

Ireland
1
Romania
1
United Kingdom Of Great Britain And Northern Ireland
1

Africa
1

South Africa
1

Global Wealth Management's Leadership

I. M.
Chief Executive Officer
Mobile Phone
Email
J. Z. M.
Chief Client Officer
Mobile Phone
Email
J. J.
Chief Financial Officer
Mobile Phone
Email
J. T.
Chief Investment Officer
Mobile Phone
Email
D. R.
Vice President Of Wealth Management
Mobile Phone
Email
G. K.
Vice President Of Wealth Management
Mobile Phone
Email
D. O.
Vice President Of Client Services, Financial Advisor
Mobile Phone
Email
I. R.
Vice President Healthcare
Mobile Phone
Email

Contact profiles from Global Wealth Management

Name

Title

Contact Info

Location

Last Update

M. K.
Managing Director
Mobile Phone
Email
Oct 23, 2024
R. D.
Executive Director
Mobile Phone
Email
United StatesNew York
May 04, 2023
C. A.
Wealth Manager
Mobile Phone
Email
United StatesFlorida
Oct 24, 2025
C. J. B.
Wealth Manager
Mobile Phone
Email
United StatesFlorida
Oct 19, 2025
D. D.
Client Services Manager
Mobile Phone
Email
United StatesFlorida
Jul 19, 2025
B. W.
Client Services Manager
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024
S. R.
Senior Planner
Mobile Phone
Email
China
Sep 09, 2025
L. J.
Marketing Coordinator
Mobile Phone
Email
United StatesFlorida
Aug 10, 2025
T. M.
Wealth Advisor
Mobile Phone
Email
Sep 10, 2025
J. R.
Insurance Specialist
Mobile Phone
Email
Nov 12, 2025

Frequently Asked Questions

What is Global Wealth Management known for?

Global Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 1301 E Broward Blvd, Suite 200 Fort Lauderdale, Florida 33301, US; you can contact the main corporate office by phone at

+1-417-626-****

. Explore Global Wealth Management's company overview page for more information.

What is Global Wealth Management's most common email format?

Global Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Global Wealth Management email formats with LeadIQ.

How many employees does Global Wealth Management have currently?

Global Wealth Management has approximately 56 employees as of October 2025. These team members are located across 5 continents, including North AmericaAsiaSouth America.

Who are Global Wealth Management's key employees and leadership?

As of October 2025, Global Wealth Management's key employees include:

Chief Executive Officer: I. M.
Chief Client Officer: J. Z. M.
Chief Financial Officer: J. J.
Chief Investment Officer: J. T.
Vice President Of Wealth Management: D. R.

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