Global Wealth Management Expands Leadership Team to Enhance Growth and Client Services

Global Wealth Management Expands Its Executive Team

Global Wealth Management (GWM), the leading financial advisory firm in Southeast Florida, has announced two significant appointments aimed at driving its rapid growth and enhancing client service experiences. On December 4, 2025, José Jesurum was appointed as Chief Financial Officer, while Jessica Tobia took on the role of Senior Vice President of Strategy. These strategic additions align with GWM's mission of providing superior resources coupled with personalized service especially tailored for affluent retirees.

Strengthening Financial Leadership

José Jesurum brings over fifteen years of extensive experience in corporate finance, risk management, and operational efficiency to GWM. His impressive background includes senior positions where he successfully managed financial operations, merger and acquisition integrations, and scaling infrastructure.

"José's disciplined and data-driven approach will undoubtedly fortify our foundation as we continue to grow," Grant Conness, Co-Founder and Managing Director, stated. His expertise will be crucial as GWM strives to maintain its status as one of the top firms in the financial advisory sector.

Enhancing Growth and Client Experience

Joining GWM from a distinguished career in strategic planning and client experience design, Jessica Tobia is expected to play a pivotal role in the firm's operational transformation. Tobia has a proven track record of leading initiatives that focus on technological advancements within financial services, fostering strategies that aim to enhance client outcomes and overall business performance.

"Jessica's capability to translate long-term vision into actionable steps will be essential for our growth strategy and will elevate the client experience we provide," commented Andrew Costa, Co-Founder and Managing Director.

Emphasis on Relationships

Founded in 2009, GWM has earned a solid reputation for its relationship-driven approach to retirement, income, and estate planning. The firm has amassed over $1.3 billion in Assets Under Advisement (AUA) by November 2025, showcasing its growth trajectory and reinforcing its commitment to client-centric financial planning. This includes oversight of assets that comprise not just managed funds but brokerage accounts, insurance products, and alternative investments.

GWM's Recognition and Future Vision

The firm's recent recognition as the top financial advisory firm in Southeast Florida by USA TODAY’s 2025 Best Financial Advisory Firms list underscores its excellence in the industry. Such accolades not only validate GWM's successful strategies but also set the stage for its future aspirations as it aims to expand its service offerings and client base.

GWM continues to demonstrate its belief in investing in talented personnel to further its mission and achieve greater results for its clients. With seasoned executives like Jesurum and Tobia aboard, the firm is poised to navigate the complexities of the financial landscape confidently.

For more information on the services offered by GWM or to get in touch with their team, visit Global Wealth Management or reach them at their Fort Lauderdale office.