Global Wealth Management Achieves Prestigious Workplace Certification and Welcomes New Marketing Head
Global Wealth Management (GWM) has marked significant achievements recently, earning the coveted Great Place to Work® certification. This accolade is based on extensive employee surveys and reflects the firm's commitment to fostering a positive workplace culture, one which emphasizes employee trust, collaboration, and engagement. This certification is not merely a badge of honor; it symbolically represents GWM's dedication to building and maintaining a supportive and enriching work environment.
Andrew Costa, Co-Founder and Managing Director of GWM, commented, “This certification reflects our core values and the positive environment we aim to cultivate daily. Our team is the foundation of our success, and we are proud to receive this acknowledgment of the culture we've built together.” Grant Conness, another Co-Founder and Managing Director, added, “Our dedication to our employees directly supports the exceptional service we provide to our clients.” This culture of assurance and support is aimed toward enhancing client services and reinforcing the company's ethos.
In addition to this certification, GWM has welcomed Kelly Hultgren as the new Head of Marketing, marking a pivotal step forward in its strategic growth initiatives. Hultgren brings over ten years of invaluable experience in the financial sector, particularly in areas of marketing and brand management. Having previously served as the co-founder and Chief Revenue Officer of HerMoney Media Inc., she played a crucial role in launching successful campaigns and popular podcasts, demonstrating her prowess in engaging with diverse audiences.
Her past experience at J.P. Morgan Chase involved a significant rebranding endeavor for the company’s wealth management division, showcasing her capability to innovate and elevate brands. Ivan Minkov, the Chief Financial Officer of GWM, expressed optimism about Hultgren's potential contributions, stating, “Kelly's leadership and expertise in financial services marketing position her to elevate our brand and client engagement efforts.”
With her arrival, Hultgren aims to amplify GWM's message within the financial planning and wealth management space, targeting both prospective and existing clients, particularly pre-retirees and retirees who are in need of sound financial advice as they prepare for their golden years. The firm emphasizes its dedication not only to customer service but also to educational initiatives that empower clients to make informed decisions about their futures.
Founded on principles of integrity and performance, Global Wealth Management specializes in providing comprehensive retirement planning services, ensuring that every client feels well-prepared as they approach retirement. With a presence in Fort Lauderdale, Weston, and Coral Springs, GWM is well-positioned to serve clients by offering customized solutions tailored to their financial goals.
The announcement of Hultgren’s appointment and the Great Place to Work® certification reflects not only a significant evolution for GWM but also signals a promising vision for its future. The leadership team believes that through enhanced internal collaboration and innovative marketing strategies, GWM can continue to elevate its standing in the financial advisory space, ultimately benefiting clients and employees alike.
To find out more about Global Wealth Management and its available services, please visit their website at www.askglobalwealth.com. With this new chapter, GWM is poised to make big strides in the industry, cultivating a workspace that inspires productivity and motivation, strengthening its brand, and, consequently, offering unparalleled value to its clients.
With securities being offered by registered individuals of Madison Avenue Securities, LLC and advisory services through registered individuals of Global Wealth Management Advisory, it is crucial for clients to consider the experience and reputation that come with choosing a firm that values both its team and its customers.
Andrew Costa, Co-Founder and Managing Director of GWM, commented, “This certification reflects our core values and the positive environment we aim to cultivate daily. Our team is the foundation of our success, and we are proud to receive this acknowledgment of the culture we've built together.” Grant Conness, another Co-Founder and Managing Director, added, “Our dedication to our employees directly supports the exceptional service we provide to our clients.” This culture of assurance and support is aimed toward enhancing client services and reinforcing the company's ethos.
In addition to this certification, GWM has welcomed Kelly Hultgren as the new Head of Marketing, marking a pivotal step forward in its strategic growth initiatives. Hultgren brings over ten years of invaluable experience in the financial sector, particularly in areas of marketing and brand management. Having previously served as the co-founder and Chief Revenue Officer of HerMoney Media Inc., she played a crucial role in launching successful campaigns and popular podcasts, demonstrating her prowess in engaging with diverse audiences.
Her past experience at J.P. Morgan Chase involved a significant rebranding endeavor for the company’s wealth management division, showcasing her capability to innovate and elevate brands. Ivan Minkov, the Chief Financial Officer of GWM, expressed optimism about Hultgren's potential contributions, stating, “Kelly's leadership and expertise in financial services marketing position her to elevate our brand and client engagement efforts.”
With her arrival, Hultgren aims to amplify GWM's message within the financial planning and wealth management space, targeting both prospective and existing clients, particularly pre-retirees and retirees who are in need of sound financial advice as they prepare for their golden years. The firm emphasizes its dedication not only to customer service but also to educational initiatives that empower clients to make informed decisions about their futures.
Founded on principles of integrity and performance, Global Wealth Management specializes in providing comprehensive retirement planning services, ensuring that every client feels well-prepared as they approach retirement. With a presence in Fort Lauderdale, Weston, and Coral Springs, GWM is well-positioned to serve clients by offering customized solutions tailored to their financial goals.
The announcement of Hultgren’s appointment and the Great Place to Work® certification reflects not only a significant evolution for GWM but also signals a promising vision for its future. The leadership team believes that through enhanced internal collaboration and innovative marketing strategies, GWM can continue to elevate its standing in the financial advisory space, ultimately benefiting clients and employees alike.
To find out more about Global Wealth Management and its available services, please visit their website at www.askglobalwealth.com. With this new chapter, GWM is poised to make big strides in the industry, cultivating a workspace that inspires productivity and motivation, strengthening its brand, and, consequently, offering unparalleled value to its clients.
With securities being offered by registered individuals of Madison Avenue Securities, LLC and advisory services through registered individuals of Global Wealth Management Advisory, it is crucial for clients to consider the experience and reputation that come with choosing a firm that values both its team and its customers.
Topics Financial Services & Investing）
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